- What path led you to wealth management?
Finances and wealth can be complex and very personal. I wanted to help make finances simple and be someone clients could feel comfortable opening up to about topics that are important to them that they wouldn’t otherwise feel comfortable discussing. I enjoy helping clients and families identify what’s important to them and then creating a plan to help accomplish this. Every client has different situations, goals, and purposes so no day is the same.
- Why did you join TFO Phoenix?
I joined TFO Phoenix because I believe the team genuinely cares about clients and always does right by them. The firm takes a holistic approach to planning and works towards empowering families to succeed. I also wanted to work for a firm that realizes that every personal and family situation is unique and deserves tailored service and that’s exactly how TFO operates.
- What do you enjoy most about your role at TFO Phoenix?
Supporting the team in serving clients and feeling like I have helped clients gain peace of mind when they have a plan in place that aligns with what’s important to them.
- What personal accomplishments are you most proud of?
Becoming a CERTIFIED FINANCIAL PLANNER™ professional. It took a lot of work and dedication and was very rewarding to achieve this goal. It holds me to a higher standard of care in dealing with clients and families and gave me a solid base of knowledge to build from.
- Education and accreditations
B.S. Personal Financial Planning, Utah Valley University
CERTIFIED FINANCIAL PLANNER™ professional
Series 7 and Series 65 License
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I love to spend time with my wife and daughter. I love to travel, try new restaurants, outdoor activities such as camping, fishing, and hiking, and country swing dancing.
- What are the most important lessons you’ve learned in life?
Never stop learning. The more you learn, the more you realize how little you know. Learning can be challenging and uncomfortable at times but is always rewarding in the long run and can be a lot of fun along the way.