I started in the financial industry as a financial advisor in 1985 with a national firm in central California. After moving to northern California to start a family I decided that changing from a retail firm to an independent broker dealer was the best choice for my clients. Several years ago I moved to Utah where I currently reside and absolutely love and continue to grow my business with amazing people. I have successfully helped individuals and businesses across the country, with my current clientele mostly settled in UT, CA, MT and CO. My business offers an honest, bottom line, cost effective approach. Recently it has centered on individuals transitioning into retirement, retirees, young C Corp individuals and small to medium size companies. I strongly feel my job is to combine my knowledge and the wisdom from proven financial strategies and philosophies to provide a solid investment portfolio for each individual/company so that they may achieve their goals and desires.