Position:
CFP® at Freedom Point Financial
Location:
Greater Salt Lake City Area
Work:
Freedom Point Financial
since Sep 2009
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CFP®
Keeler Thomas, Inc.
Jul 2000 - Sep 2009
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Director of the Financial Planning Department
Keeler Thomas, Inc.
Jan 1998 - Jul 2000
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Portfolio Manager and Chief Analyst
Keeler Thomas, Inc.
May 1997 - Jul 1998
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Portfolio Analyst
Education:
Brigham Young University
BA, Economics
College for Financial Planning
MS, Financial Planning
Honor & Awards:
Scholastic Scholarship, 1993
Minor in Mathematics