If you think about it, our financial life has a major impact upon our overall peace of mind. The financial world is a very complicated and generally frustrating world for most people. I have a passion for helping people cut through the complications of the financial industry, so they can achieve their financial goals. For almost 20 years I have served in the financial services industry helping people. I am just as passionate about my family. My greatest life achievement is my marriage to my wonderful wife Terri for 42+ years and our 7 children and 9 grandchildren. I have been published in Life Insurance Selling magazine and other national publications. I am a licensed, Certified Estate Planner (CEP) and a Registered Financial Consultant (RFC). I have always been involved in my community and have served on various boards and in programs at UVU and BYU as well as within city governments. I am particularly proud of the fund-raising efforts I have done for the Sheriff’s Department Search and Rescue Team here in Utah County. Four times a year I sponsor a study group of some of the best Estate Planning attorneys and CPA’s in our area to help improve and enhance our ability to do our job for you. I am a firm believer in an educational approach to financial planning.
