Position:
CEO & Chief Investment Strategist at Keystone Wealth Advisors
Location:
Greater Salt Lake City Area
Work:
Keystone Wealth Advisors
- Logan, Utah since Sep 2003
-
CEO & Chief Investment Strategist
Merrill Lynch
1999 - 2003
-
Financial Advisor
Peterson Allred Nelson, CPAs
May 1996 - Jul 1999
-
Partner - CPA
Rudd & Company CPAs
Aug 1992 - May 1996
-
CPA
Education:
Utah State University 1986 - 1992
Masters, Accounting
Interests:
Family, big game hunting, fly fishing