📈As a Private Wealth Advisor & Coach, I focus on providing customized financial & tax planning services for business owners & executives. Together with our EA & CPA partners, my team creates systems & holistic strategies which proactively allow our clients to reduce taxes & live their life on purpose. I particularly specialize in reducing tax bills & protecting assets to allow my clients to take control of their wealth & increase their peace of mind now & in the future. My goal is to allow you to do what’s most important. 💼Throughout my career, I have worked nationally & internationally with individuals, executives, business owners, & professional athletes. I love helping people live their dreams by putting together a plan, implementing, & monitoring the plan, & seeing the plan come to fruition. I am listed in Marquis Who’s Who in Finance & Industry & have been successfully helping clients build & implement strategic plans for retirement since 1975. I am a frequent lecturer to associations & business owners in asset & wealth management, tax planning, asset protection, risk management, & comprehensive financial planning. We believe everyone should have a Financial Roadmap.🧭In addition to my Financial Planning businesses, I have also been a developer, owner, & operator of multiple restaurants & convenience stores. I understand what it takes to operate successful businesses through varying business cycles & changing market conditions. 👨‍🎓I graduated from Brigham Young University with a Bachelor’s Degree in Business Administration & a Composite Minor in Economics, Accounting, & Statistics. I then completed Executive Money Management Training at the Wharton School of Business. Additionally, I have earned the following designations: CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter®, & Chartered Financial Consultant®.⛰️Away from the financial world, I spend most of my free time outside in nature with my wife, children, & grandchildren. We particularly enjoy exploring Salt Lake City & Southern Utah’s many natural wonders. Depending on the season, you will find me skiing, biking, hiking (having successfully summitted Mt. Timpanogos 13 times with plans to go again), mountaineering, fly fishing, & golfing. I cherish these experiences & I never seem to get tired of the outdoors.“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasure; there is not even a patriotic duty to increase one’s taxes.” – Judge Learned Hand, Helvering v. Gregory, 1934.