Location:
6465 south East Pl east, Salt Lake City, UT 84108
Industry:
Investment Management
Work:
Signal Wealth Advisors
Managing Partner, Financial Advisor
Investment Management Consultants Oct 2006 - Dec 2016
Cpa and Personal Financial Specialist, Investment Advisor Representative, Registered Representative
First Western Advisors Jun 2003 - Sep 2006
Investment Advisor Representative
Oxford Financial Group, Ltd. Jun 2003 - Sep 2006
Insurance Producer
Sorenson Companies May 1987 - Apr 1999
Executive Management Committee, Subsidiary President, Operations Vp, Tax Director
Education:
Brigham Young University 1977 - 1983
Bachelors, Accounting
Brigham Young University 1981 - 1983
Master of Science, Masters, Accounting
Skills:
Finance
Investments
Retirement Planning
Wealth Management
Securities
Tax
Investment Management
Financial Analysis
Financial Services
Interests:
Live Theatre
Spinning
Fitness
Languages:
English
Spanish
Certifications:
Certified Public Accountant
Certified In Production and Inventory Management (Cpim)