I began my career as a Financial Advisor with Morgan Stanley Dean Witter in Salt Lake City, where I developed my fundamental investment knowledge. I joined Smith Barney, in 2005 to take a team approach to providing personalized financial advice for individuals and families. In 2010, I earned the CERTIFIED FINANCIAL PLANNER ™ certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. Finally, after years of listening to client's needs and researching various boutique wealth management firms, myself and my two partners decided to start WHF Wealth Management.
I am also active in my community. Currently, I serve on the board of the University of Utah Varsity Club.