Financial Planner / Investment Advisor Representative
I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
I can offer comprehensive financial strategies and/or focus on one specific area of need.
I grew up in Northern Utah, and have spent various years living all over parts of California for work and church service. I became passionate about finance at an early age, and ultimately made that my choice of study at Weber State University, where I attained a Bachelor’s Degree in Finance. I am fluent in Spanish, which allows me to connect to individuals of different cultures. When I am not at the office, I can be found on the slopes snowboarding, or at the lake during summer time. I enjoy golfing, camping, and traveling with my wife Marisa.
As a financial professional, I carry a special ability to connect with others both on a personal and professional level. I cherish learning about the lives, families, hobbies, and interests of my clients.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
Check the background of this investment professional on FINRA's BrokerCheck