Professional

From a very young age I was fascinated with financial planning. I have always had a niche for finding the most mathematically proficient and effective ways to accomplish goals. My passion around planning led me to attend Utah State University where I received a Bachelor's in Finance and a Bachelor's in Economics. In 2018 I began what looks to be a lifelong journey with Northwestern Mutual and currently enjoy helping hundreds of families live their life with financial freedom.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Meals on Wheels

Every Monday, I volunteer for the Cache County Senior Citizens Center to provide meals for seniors.

Meals on Wheels

My areas of expertise

Advisory Services

Investment Planning & Strategies

Retirement Planning & Income Strategies

Business Planning