
Financial Advisor
Provo, Utah Area

Financial Advisor
Provo, Utah Area
Providing unique financial planning, as well as independent solutions for insurance and investments.
Comprehensive financial consulting/planning.
Charitable giving, tax strategies, and estate transition.
(Financial Services industry)
March 2009 — Present (10 months)
Assisting people to achieve financial security.
(Privately Held; Computer Software industry)
September 2007 — March 2009 (1 year 7 months)
I advise business owners and professionals on ways to protect and grow assets.
(Financial Services industry)
May 2003 — September 2007 (4 years 5 months)
(Philanthropy industry)
September 1999 — September 2001 (2 years 1 month)
Bangkok, Thailand Mission
Master's , Financial Services , 2006 — 2008
BA , Political Science , 2001 — 2003
1998 — 1999
Investment opportunities, college sports, Jazz basketball, music.
NAIFA: National Association for Insurance and Financial Advisors
UVEPC: Utah Valley Estate Planning Council (Board Member)
CHFC- Chartered Financial Consultant
CFP- Certified Financial Planner