- 2005 - 2011: Morgan Stanley Smith Barney Vice President - Wealth Management Financial Advisor
- 2008- 2011:Portfolio Manager- Morgan Stanley Smith Barney
- 2010- CERTIFIED FINANCIAL PLANNER™ professional
- Friends For Sight Board Member
- University of Utah Varsity Club Board Member
- Series 7, 24, 31, 63, and 65 Registered
- Variable Annuity & Life Insurance Licensed Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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