Position:
Certified Public Accountant at Wisan, Smith, Racker & Prescott, LLP, Independent Insurance Agent at Unified Insurance Network
Location:
Greater Salt Lake City Area
Work:
Wisan, Smith, Racker & Prescott, LLP
since Jan 2013
-
Certified Public Accountant
Unified Insurance Network
since Jan 2009
-
Independent Insurance Agent
Bangerter, Lund & Associates, Inc.
- Bountiful, UT Jan 2012 - Dec 2012
-
Certified Public Accountant
Cambridge Financial
Jan 2007 - Jan 2009
-
Financial Advisor
Morgan Stanley
2005 - 2007
-
Financial Advisor
Education:
Weber State University 2011 - 2011
Master of Taxation, Accounting
University of Utah Aug 2003 - May 2005
Business Administration, Accounting and Finance
Dixie State College of Utah 1999 - 2003
Associates, Business
Skills:
Retirement Planning, Investments, Estate Planning, Forecasting, Budgets