My goal is to help you plan for the unexpected and protect your future. Getting to know you and the things that are most important to you will help us customize your insurance and financial plan to fit your specific needs.
I have a true passion for creating and monitoring portfolios. I believe that an investor’s assets should be diversified, as do most financial advisors. One difference that I bring to the investment strategy is that I do not believe in diversification to the point of dilution, or for the sake of diversification alone. I like portfolios to be defensive, tactical and opportunistic.
On a Personal Note….
My personal belief about life in general or when I work investing assets is that a good defense is your best offense. I was born and raised in Arizona, I moved to Utah in 1992 having met a wonderful girl who later became my wife. I began my career here in Utah and later we started our family. We have three children, two daughters and a son. Much of our family time revolves around our active family and their competitive sports schedules. As a family we also enjoy camping and boating, especially on Lake Powell. I have always been an avid follower of markets and really enjoy investing. I am a lucky man and have found a way to harness my passion for investing into a career. Managing and growing portfolios is what I enjoy doing above all else. Being a member of the Farm Bureau Wealth Management Team allows us to work together in a spirit of collaboration utilizing each of our strengths for the benefit of our clients.
Give me a call today at 385.295.7152 to learn how I can help you protect your home, family, farm and future.
Plan Today. Prepare for tomorrow.