Position:
EVP/Registered Principal at Investment Management Consultants
Location:
Greater Salt Lake City Area
Work:
Investment Management Consultants
since Sep 2006
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EVP/Registered Principal
First Western Advisors
Jan 2002 - Sep 2006
-
Independent Financial Advisor
Securities America, Inc. Member FINRA/SIPC
Jun 1995 - Jan 2002
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Independent Financial Advisor
Education:
University of Utah 1990 - 1995
BS, Honors in Accounting
University of Utah - David Eccles School of Business 1990 - 1995
Bachelor of Science, Honors Degree in Accounting
Skills:
Wealth Preservation Strategies, Tactical Asset Allocation, Registered Investment Advisor, Retirement Planning, Wealth Accumulation, 401k, 401k Rollovers, Alternative Investments, Asset Management, Wealth Management, Financial Planning, Retirement Plan Consulting, Retirement Plan Distribution, Retirement Income Strategies, Investments, Investment Advisory, Series 65, Series 7, Asset Managment, Wealth, Strategic Financial Planning, Insurance, Retirement, Portfolio Management, Mutual Funds, Securities, Financial Advisory, FINRA