It’s easy to get overwhelmed thinking about finances. What will happen when you retire? What about your kids or your grandkids? How will selling your business impact your personal life? I believe it’s my job as a financial advisor to help you grasp the bigger picture.

Creating a comprehensive financial plan can be complex—but together we can navigate these murky waters. I love helping people unravel complicated problems with overall objectives in mind. As your financial advisor, I am committed to listening to you so we can work together to create a detailed plan that puts your goals within reach.  I recently earned my Certified Exit Planning Advisor designation, which offers specific training in helping business owners prepare their business and estates for significant liquidity events. I am also a founding member of the Mountain West Chapter of the Exit Planning Institute.

And we won’t be doing this alone. UBS is the largest wealth management institute in the world, and our team in Boise has over four decades of experience in the financial services industry—with that comes all the resources we need to successfully manage your wealth. 

I live in Boise with my wife and four beautiful daughters. I’ve gone from setting NCAA swimming records to splashing with kids in the YMCA pool. When I’m not with my family or coaching, I still try to squeeze in the occasional triathlon.

• CERTIFIED FINANCIAL PLANNER(TM) professional

• Series 7
• Series 66
• Idaho Life & Health Insurance

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