Why this work?
The moment you drop your shoulders and your chest stops feeling tight, finally getting reassurance you don’t need to worry; knowing that every dollar saved, every moment sacrificed, has paid off. As someone who grew up on food stamps and welfare, being the person to unlock this experience for you fills my cup.
What’s the first question you ask in a first meeting?
What financially has been holding your attention lately?
What do you wish more people understood about money?
We all have a relationship with money just like we have a relationship with a person. How does money make you feel? Think? Do you enjoy being around money? Do you get stressed being around money? What does money make you want to do? Not do?
What kind of client do you do your best work with?
Someone who is ready to experience retirement to the fullest. Any advisor can crunch the numbers and use the same calculators. I work best with people who are want a retirement partner and guide to help them live retirement to the fullest!
Where would I find you on a Saturday?
Most Saturdays are reserved for three things: Family, Football, and Food! My ideal Saturday would be spending time with my family and friends outdoors, smoking meat, and watching Tennessee Vols football.
Background, education, and credentials:
Utah Valley University | Bachelor’s in Personal Financial Planning
Utah Valley University | Master’s in Finance and Analytics
CERTIFIED FINANCIAL PLANNER® Professional
Chartered Financial Consultant (ChFC®)
Words to live by\\u200b
“Be a wise steward. Take care of what you got!”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
