
Investment Advisor, Intermountain Financial Advisors
Greater Salt Lake City Area

Investment Advisor, Intermountain Financial Advisors
Greater Salt Lake City Area
1 more...
I am a Registered Investment Advisor who has dedicated his life to helping others achieve their financial goals. I am affiliated with an independent financial advising firm.
My focus is working with individual clients, and businesses, to determine a course of action to attain their financial goals. I do this through a velocity of money approach utilizing the Lifetime Economic Acceleration Process.
Investing - Traditional and non-traditional, Insurance as a tool, protecting assets, holistic financial planning, maximizing wealth
(Privately Held; 11-50 employees; Financial Services industry)
November 2007 — Present (1 year)
Intermountain Financial Advisors, Inc. is a group of independent financial services professionals specializing in insurance, investments, and tax strategy planning.�We are specialists in successful financial partnering with financial institutions, independent P&C firms and firms or institutions wishing to offer financial services to their clients. We offer a comprehensive list of products and services for both the individual and the business from over 167 companies. Having the freedom to independently evaluate all the investment, insurance and planning options available allows us to find the best solutions to fit your personal or business financial strategy.
By utilizing the latest�financial information�technology, as well as our vast resources and experience, we can help each client create a sound financial plan that will act as a pillar of support in establishing a lasting foundation for your future financial needs
Investing, Fly-fishing, Golf, Marketing, Real Estate, Self Directed IRAs, Hiking, Camping, Boating
LDS Church, West Jordan High, Friends