Since joining Legacy Financial Strategies in 2018, I’ve been passionate about helping individuals and families gain clarity and confidence in their financial future. As a Financial Advisor, I enjoy guiding clients through the complexities of retirement planning—empowering them to make informed decisions and pursue their financial goals.
To deepen my expertise and better serve those preparing for and living in retirement, I earned the Certified Retirement Planning Counselor® (CRPC®) designation. This specialized credential enables me to provide comprehensive retirement income strategies, including Social Security optimization, pension and lump sum analysis, Required Minimum Distribution (RMD) planning, and risk management techniques. With this knowledge, I offer personalized guidance to help clients navigate retirement with confidence.
A proud Northern Utah native, I earned my degree from the Marriott School of Business at Brigham Young University. I bring a strong work ethic and a deep commitment to integrity, honesty, and reliability to every client relationship.
Outside of work, I’m grateful to share life with my amazing wife, Jess, and our two boys. We love spending time with family and friends—especially outdoors. Whether it’s golfing, kayaking, or playing basketball, lacrosse, or pickleball, we’re always up for something fun and active.
