I'm passionate about helping people confidently walk through life knowing that no matter what happens - disability, corporate divorce, job loss, and even death - they're prepared. I learned this the hard way after my dad's cancer diagnosis in 2021. For the next 12 months, not knowing what was going to happen, we scrambled to get our finances in order. Time that I wanted to spend with my family, I was stressing over replacing lost income, estate planning, and fighting insurance claims, all while trying to keep the family business afloat. It was an eye opening time - the more conversations I had the more I realized that most people, even highly educated, high-earners do not have the proper infrastructure in place to protect themselves and their assets from the things we think and hope will never happen to us. It's the "why" behind what I do. During the first decade of my career I owned and operated small businesses - from family-run to bootstrapped to VC backed - I understand, first hand, the risks and challenges business owners face. I work with business owners and professionals who see the value in operating their personal financial life like a business. My process is to understand, educate and co-create. I specialize in building custom insurance strategies, tax-diversified portfolios, and business buy-out and succession strategies.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetimeincome strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. (801) 567-7400 | 150 W Civic Center Dr Ste 600, Sandy, UT 84070California Insurance License: 4366533