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Getting Started

Experience the benefits of a wealth management approach:

Perhaps you are looking for assistance with planning for a major life goal or find yourself undergoing a life transition. Or, maybe you are looking for a second opinion on your existing investment portfolio. Perhaps you want an advisor that truly listens to your concerns and will put your interests first.

1. Contact me at 801-352-6003 or We will discuss your personal and financial goals and decide whether working together will be a good fit for both of us.

2. If we both agree to move forward, we schedule a meeting in my office. In this Discovery meeting we go through an in-depth interview process that outlines key parts of your personal and financial life. From your responses we create a total client profile that provides a comprehensive picture of your unique situation. I use your profile to create a customized investment plan, the next step in my Wealth Management Consultative Process: