Twenty-four years ago, I started building what has become one of Southern Nevada's most established financial planning practices. Over that time, I've worked with individuals, families, and businesses across investment strategy, insurance, retirement planning, estate planning, tax planning, and financial counseling. That range reflects something I've believed from the beginning: people's financial lives are complex, and good guidance has to keep pace with them.
My foundation in this work started at Brigham Young University, where I earned my B.S. in Financial Planning and Counseling in 1987. I went on to earn the CERTIFIED FINANCIAL PLANNER® designation in 1992, a credential I've held for over three decades.
Giving back to the profession and the broader community has been just as important to me as the work itself. I served as past president of the local chapter of the International Association for Financial Planning and as a board member of the Nevada Jump$tart Coalition, an organization dedicated to bringing financial literacy education into Nevada classrooms from kindergarten through 12th grade. I've also served on the Business and Marketing Joint Technical Skills Committee with the Clark County School District, and volunteered with the Boy Scouts of America, the Boys & Girls Clubs of Las Vegas, and my local church.
Education and Credentials
CERTIFIED FINANCIAL PLANNER® (CFP®) | B.S., Financial Planning and Counseling, Brigham Young University, 1987
Currently registered in:
Nevada, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Indiana, Kentucky, Missouri, North Carolina, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, and Wyoming.