Specialized Skills:
- Personal and Business Wealth Management
- Wealth Preservation and Income Planning
- Investment Planning
- FINRA Series 6, 7, 63, and 65 securities registrations through Kestra Financial and applicable insurance licenses
- Certified Financial Fiduciary℠, through the National Association of Certified Financial Fiduciaries
- Member of Financial Services Institute
With over 23 years of experience as a successful and self-motivated small-business owner, my journey in financial services began just before the dot-com crash and the events of 9/11. These early years were a baptism by fire, where I honed my skills in managing client expectations and risk. I credit these formative experiences with forging a deep understanding of the importance of risk management and the development of shared expectations with clients.
My family and I have been long-time residents of Utah. We cherish the beauty of the Wasatch Mountains, the surrounding lakes, and our participation in various outdoor activities, particularly jet skiing. Guided by our faith, we are committed to supporting several charitable and faith-based ministries, reflecting our dedication to community, service, and living out our values.
At Cornerstone, we welcome the opportunity to share our experience and success. We are committed to making a positive contribution to the success of those we serve, guided by principles of integrity, trust, and compassion.
Currently, as the owner of Cornerstone Financial and Associates, Inc. in Ogden, Utah, I am affiliated with Kestra Investment Services, LLC. and Kestra Advisory Services, LLC. out of Austin, TX.