Certified Senior Advisor, Licensed Annuity Expert
I am a Certified Senior Advisor and licensed financial professional with a diverse background of experience in retirement income planning, investments, and guaranteed annuity strategies. I'm very passionate about retirement and income planning and enjoy the opportunity to work with clients to provide secure and predictable retirement solutions. I meet clients where they are financially and tailor-fit solutions to the client’s retirement goals and financial needs.
I am a graduate of California State University, Fresno, where I received a B.S. in Business Management and a minor in Finance. For over 15 years, I was a licensed advisor and retirement specialist representing major Fortune 100 insurance companies as an expert in the guaranteed annuity space, working for Hartford Life, Nationwide, and Symetra. During this time, I was responsible for building thousands of retirement income plans utilizing guaranteed annuity solutions which resulted in nearly $1 billion in annuity purchases. In 2001, I completed securities licensing: Series 7, 63, and a Life Insurance license. Today, I work with individual clients to help them find security in their retirement plans utilizing guaranteed annuities.
My wife Megan and I live in Sandy, Utah, with our two children Connor and Sonya. We enjoy many outdoor activities like hiking, camping, skiing, mountain biking, swimming, and water polo. I'm also involved in my community and church and I'm a Past President of Point West Rotary.
West Jordan, Utah
(916) 799-6114
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