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Associates Led
20 currently under direct leadership
Summary
- Leading a team of 20 associates while streamlining and optimizing processes to enhance efficiency and client outcomes.
- Highly organized and results-driven, with continuous focus on professional development and impactful client service.
- Proven collaborator and leader, consistently exceeding expectations in team initiatives and individual performance metrics.
- Lifelong learner with a passion for rapidly acquiring and sharing knowledge in financial advising and wealth management.
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Employees Impacted
Through leadership-built tools and systems
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Active Credentials
CFP®, CIMA®, FINRA + Agile
Professional Experience
Click a role to explore responsibilities and achievements.
Licenses & Certifications
Education
Brigham Young University
Bachelor's in Computer Science
University of Utah
Master's in Business Administration (current, summer 2026)
Additional Skills
- Advanced proficiency in Microsoft Office, Excel, and data analysis.
- Extraordinarily quick at mastering new systems and technologies.
- Exceptional time management and self-motivated work ethic; consistently exceeds expectations in any environment.