My path in financial services started in 2003, right after graduating from Boise State with a degree in Accountancy and Finance. Those early years as an Associate Broker with a regional firm gave me a solid grounding in investment management, but it was the decade spent at a national financial services company that really shaped my approach to comprehensive planning and fiduciary service.
Moving to independence in 2016 changed everything. I am affiliated with a Registered Investment Advisor, which opened the door to serve clients with complete objectivity, free from the constraints that come with larger institutions. Today, I focus on strategic, goals-based planning and innovative investment strategies that include both public and private opportunities for accredited investors.
The CFP® designation represents more than credentials. It's a commitment to the highest ethical and fiduciary standards in personal financial planning.
When not working, you'll find me with my family, on the golf course, mountain biking, or following Formula 1 racing.