Received a Bachelor of Science in Management from the Marriott School of Management – Brigham Young University. Upon graduation, started with The MONY Group in Salt Lake City, UT as a Financial Professional. Qualified for multiple MONY Honor Clubs and Client Builder Awards. Entered management in 1999 with The MONY Group. Awarded multiple Career Development Awards with GAMA International. Became the Managing Director with The MONY Group in the Salt Lake City branch in 2002. In 2004, became the Executive Vice President with AXA Advisors, LLC in Salt Lake City and manages over 50 financial professionals in Utah, Idaho and Wyoming. In January 2017, became the President/CEO of Mountain West Advisors – an agency of The Guardian Life Insurance Company of America. Earned the designations of CFP® – Certified Financial Planner™, ChFC – Chartered Financial Consultant, and CLU – Chartered Life Underwriter. He is a member of NAIFA – National Association of Insurance and Financial Advisors, since 1998 and has served as President of the local chapter and is currently President for the state of Utah NAIFA Association. Currently serves as an Ambassador with the GAMA Foundation and serves as a board member of the GAMA Foundation. He works with individuals and businesses helping them accumulate and preserve wealth through proper planning. He is married, wife Nichole, and father of four – Raegan, Coleman, Cameron, Eden.
Registered Representative & Financial Advisor of Park Avenue Securities, Career Development Manager of Guardian. CA Insurance License #0H84817