My mission is to offer world class strategic planning services that help our clients give generously, retire with dignity, eliminate debt, save for college, assess risk, and efficiently transfer wealth to the next generation. I joined Edward Jones in 2011 because of their mission to put clients first. I am responsible for the analysis and construction of client portfolios. I am securities registered (Series 7 and 66) with Edward Jones, a full-service broker/dealer and a member of FINRA and SIPC.Because of my experience in the Air Force, I work well with those in the military and help those retiring from, and preparing for retirement from the military and other government service. I also work with many high net worth families across the Wasatch front and beyond. My assistant, Lorrie Rodate, has been with the firm for 25+ years. I greatly appreciate the asset that she is to the team and I'm very confident that you will feel the same as you get to know her.My background provides me with a wealth of experience and knowledge in collecting data and finding answers. Formerly, I've been associated with other Fortune 500 companies, educating clients on options available to help them reach their financial and professional goals. Additionally, for 20+ years now, I've been serving in the Air National Guard. I'm a veteran of Operations: Southwest Asia, Noble Eagle Iraqi Freedom and Inherent Resolve.I hold a B.S. in Business/Finance from University of Phoenix which allowed me to complete my education while being activated in garrison as well as being deployed abroad multiple times. In my spare time, I spend time with my family and enjoy interacting with, and serving where I can, in the community (i.e. Boy Scouts of America, blood drives, Habitat for Humanity, and the Walk to End Alzheimer's etc)./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.