Raised in the vibrant community of Lehi, Utah, I discovered my entrepreneurial spirit early on, founding and managing a lawn mowing company during my high school years. With my hard earned money, I wanted to make it last as well as making it grow through investments.
At the age of 17, with the guidance from Colton Smith at Summit Concepts, I opened my first investment account, marking the beginning of my journey in finance. After graduating from high school, I dedicated two years to a service mission for the Church of Jesus Christ of Latter-day Saints in Portland, Oregon, and Santa Catarina, Brazil. This experience deepened my cultural awareness and strengthened my resolve to make a positive impact in the lives of others.
Equipped with a strong foundation in business and finance, I hold both Series 7 and Series 66 licenses through Independent Financial Group, as well as the CRPC™ designation. My expertise and understanding of investment strategies allow me to provide personalized financial guidance to my clients, helping them navigate complex financial landscapes with confidence.
Outside of my professional pursuits, I enjoy traveling to explore new cultures, playing golf to unwind, skiing and staying active through sports and outdoor activities.