I currently assist over 250 individuals, families, and small business owners with achieving their short- and long-term financial goals. I provide 401k active management, life and long-term care insurance evaluations, estate planning, retirement planning, as well short-to-intermediate, 1-7 year plans.
I entered finance after being recruited by Morgan Stanley in 2007 while working as a Business Analyst for American Express. Knowing nothing about the industry, they told me that the qualitative thinking that I had from my education in Engineering from the University of Utah would lend very well to this industry. I have worked in various roles in the operations side of this business from options trading analytics to interpreting corporate actions from various companies that influence stock prices and the market overall. In 2017 I took my intricate knowledge of the markets and retirement planning to help clients directly. My passion for helping people, as well as my vast knowledge of retirement strategies has allowed me to allow peace of mind to many people knowing that their financial future will be secured.