About Us

What quality of yours makes you best suited for what you do?

I love to help people. I am an avid student of my craft, and I love discovering new ways to serve my clients.

What is your favorite place in Utah?

I love Utah’s diverse beauty of mountains, lakes, and canyons, and its pioneer heritage.

What is the best gift you’ve ever received?

The best gifts are my family, friends, work associates, and hundreds of devoted clients.

What personal accomplishments are you most proud of?

I am most proud of having a 50-year career spent helping clients attain their financial goals.

What are some things you most enjoy helping clients with?

I enjoy the close relationship and trust I have with my clients.

What is something about yourself that surprises people when they first learn it about you?

Most people are surprised that I learned Vietnamese and served as an interrogator of prisoners of war during the Vietnam conflict.

Do you have a favorite lesson you’ve learned about investing/life?

The greatest lesson I have learned is to remain optimistic, ignore the economic and political noise, and keep on track.

What quality of yours makes you best suited for what you do?

I’m good at the details, and I’m a good listener. I feel the clients can count on me to get things done with answers to their needs.

What is your favorite place in Utah?

I like to be on the water, on any of the ski slopes, and in Moab.

What is the best gift you’ve ever received?

A family picture from my children for my birthday.

What personal accomplishments are you most proud of?

My family. I also served an LDS mission in Argentina.

What are some things you most enjoy helping clients with?

I like helping them find solutions to their financial questions and helping them reach their long-term goals.

What is something about yourself that surprises people when they first learn it about you?

My dad is an advisor and my grandfather was a banker, so the financial world is in my blood. I also have four brothers and no sisters.

Do you have a favorite lesson you’ve learned about investing/life?

I have learned that if you work hard and focus on what you can control, it will all work out.

What quality of yours makes you best suited for what you do?

When we attempt to solve a problem for a client, I try to look at things from the client's perspective. I then get the input of the entire team and put together a solution. I think a quality that allows me to do my job well is my ability to take into account several different factors and solve a problem in a way that is in the client's best interest.

What is your favorite place in Utah?

Although there are many fantastic places to visit in Utah, the one that probably carries the most meaning for my family is Thanksgiving Point, which is right down the street from my house. All three of my kids have spent a large portion of their childhood there.

What is the best gift you've ever received?

One year for my birthday, my wife spent a ton of time and effort putting together a book of pictures and letters from friends and family. It meant a lot, and I still pull it out when I need a little confidence boost.

What personal accomplishments are you most proud of?

Being a husband and father.

What are some things you most enjoy helping clients with?

I'm passionate about helping clients with their charitable giving. It is fun to see how generous our clients are, and I get a lot of satisfaction from assisting them in giving in efficient ways.

What is something about yourself that surprises people when they first learn it about you?

I don't know if it surprises people or annoys them, but I pretty much always find a way to relate day-to-day life to the show Seinfeld.

Do you have a favorite lesson you've learned about investing/life?

In investing and life, there are things we can control and things we can't. I think happiness comes when we let go of those things that we can't control.

What quality of yours makes you best suited for what you do?

I’m a good listener. I’m able to help people get out of their own way and help prioritize what matters most to them to help them see the big picture.

What is your favorite place in Utah?

Lake Powell.

What is the best gift you’ve ever received?

One of my little girls was born on Christmas Eve. Otherwise, my set of golf clubs.

What personal accomplishments are you most proud of?

I’m going on four years of running 1,000 miles a year.

What are some things you most enjoy helping clients with?

I love helping someone with a lot of pieces solve the puzzle that is their financial plan.

What is something about yourself that surprises people when they first learn it about you?

How much I love everything Disney.

Do you have a favorite lesson you’ve learned about investing/life?

Stay patient. It’s not about the daily accomplishments: It’s about the long-term accomplishments.

What quality of yours makes you best suited for what you do?

My passion for investing.

What is your favorite place in Utah?

Any stream or river where I can fish for trout.

What is the best gift you've ever received?

York Peppermint Patties.

What personal accomplishments are you most proud of?

Graduating from the BYU finance program and playing college basketball.

What are some things you most enjoy helping clients with?

Creating portfolios and strategizing long-term perspectives with clients.

What is something about yourself that surprises people when they first learn it about you?

I speak Romanian.

Do you have a favorite lesson you've learned about investing/life?

"The most important quality for an investor is temperament, not intellect." – Warren Buffett

What quality of yours makes you best suited for what you do?

My ability to be relentlessly thorough in my follow-up with clients and prospects makes me good at my job. I get excited when I have the chance to help people be better off financially. That fuels me to help clients find and solve their problems and face a constant sea of rejection.

What is your favorite place in Utah?

My backyard. I love cooking something on the grill in the summertime while my two sons run around and play. The yard also has a lovely view of Mt. Timpanogos.

What is the best gift you've ever received?

The best gift I ever received was when my wife Heidi gave me two beautiful sons, Camden and McCoy (and hopefully more to come). My second favorite has to be the Nintendo 64 my parents got for my brothers and me for Christmas of 1998.

What personal accomplishments are you most proud of?

After interning for over two years, Roger, Andy, and Darren offered me a full-time advisor position at Merrill Financial. I will never forget that emotional phone call to my wife.

What are some things you most enjoy helping clients with?

Often, people I work with will have several uncoordinated and disjointed investment accounts floating around. I enjoy assisting clients in getting things consolidated and structured in a strategy that makes sense to them and is best optimized for their needs.

What is something about yourself that surprises people when they first learn it about you?

I enjoy musical theater more than most. My father was a theater professor/director at BYU for 30 years, so I grew up going to plays and listening to show tunes. My music preferences are a slight annoyance to my wife on road trips.

Do you have a favorite lesson you've learned about investing/life?

If ever we let our emotions get to us with the stock market, or we want to make a rash decision with our investments, try to ask the question, "Is this decision born out of patience or impatience?" The answer helps to know whether wealth is being transferred to you or somebody else who is more patient.

What quality of yours makes you best suited for what you do?

I am dedicated to my work. Setting and reaching goals and accomplishing tasks give me great job satisfaction.

What is your favorite place in Utah?

I love history. My favorite place in Utah is anywhere where I can learn more about Utah history, from Native American heritage sites to Utah pioneers to natural history. I love it all!

What is the best gift you've ever received?

When my husband and I were newlywed college students, he noticed me admiring a ring in a jewelry store. Unbeknownst to me, he went and bought that ring to surprise me on my next birthday. It was a very thoughtful gift.

What personal accomplishments are you most proud of?

My three children. Those small humans amaze me often with how they grow and learn. I love seeing their personalities develop.

What are some things you most enjoy helping clients with?

I love helping clients find creative solutions to their problems and questions.

What is something about yourself that surprises people when they first learn it about you?

I love to be active and exercise. My favorite form of exercise is a combination of kickboxing and CrossFit.

Do you have a favorite lesson you've learned about investing/life?

I have learned that the principles of hard work and consistency pay off and can be applied to not only investing but many areas of life.