Lasting relationships. For all that matters

My number one priority is to thoroughly understand each client's objectives helping them realize their financial goals. I offer a highly personalized and active approach which gives my clients peace of mind and the knowledge that their financial affairs are being taken care of so they can spend their time and energy on more important things such as family, faith and friends. I also offer a unique process which includes an analysis of the economic cycle and selecting the investments and sectors which will attempt to take advantage of the various phases of the business cycle such as slowdown, recession, recovery or boom.

I attended Brigham Young University and completed my degree at University of Utah. I began my financial services career in 1986. In an effort to educate investors I have taught continuing education courses in Investment Strategies at The University of Utah and Utah Valley University. I have also been recognized as a top finisher in a national stock picking contest sponsored by Marketocracy.com  As a seasoned professional I have obtained experience that only comes from going through multiple recessions, expansions and business cycles, including numerous bull and bear markets.

On a personal level I have been married to my wife Doreen since 1982 and have three children and five grandchildren. In my leisure time I enjoy golfing, camping, hiking and fishing. Over the years I have served on many charitable organizations including my local church, The Boy Scouts of America and the Draper Historic Theatre.