I have over 25 years experience in the financial services industry. My experience has covered a broad range from high net worth investment advisory services to fintech robo advisory, Health Savings Account (HSA) investment platforms, comprehensive financial planning to embedded finance API based investment technology.
I’ve been blessed to participate in a broad spectrum of financial services and technology. This vast experience in the financial services industry has helped me develop unique insights and visibility into critical trends and capabilities through financial technology.
- Attended Brigham Young University 1988-1992
- Securities Licenses: S65
- Registered Investment Advisor
- Life & Annuity Licenses
SERVICES, PRODUCTS and SOLUTIONS
- Identify clients goals and objectives
- Identify client risk tolerances
- Design personal financial plans
- Qualified retirement plan design (401k, IRA, SIMPLE IRA, SEP, 403b)
- Insurance planning both term and cash value
- Group and individual voluntary employee benefits
- Estate planning / Annuities
- Medicare and Social Security advisement