What I Stand For:
To me, the heart of good service is listening well and following through. As a Client Service Associate, I enjoy being a steady point of contact for clients, helping them feel prepared and supported throughout the planning process.
Outside of Work, You’ll Find Me:
I enjoy spending time with my wife and finding ways to stay active and outdoors. Whether it’s playing pickleball or volleyball, getting out in the sun, or simply relaxing together, I value making time for both activity and connection.
Travel is something we both look forward to, and we’re excited to continue exploring new places, cultures, and experiences together. I’ve always had a curiosity for learning, so I’m often picking up new skills or exploring new ideas.
Music has also been a part of my life for as long as I can remember, and I’m usually found singing whatever song happens to be stuck in my head.
Favorite Quote:
“All we have to decide is what to do with the time that is given to us.” J.R.R. Tolkien
Education and Certifications:
Bachelor of Science in Business Finance with a minor in Financial Planning, Brigham Young University-Idaho
Certificate in Behavioral Psychology of Financial Planning
Certificate in Advising Family Enterprises
In the Community:
Serving others has always been an important part of my life. I served a mission for my church in Los Angeles and Fukuoka, Japan, where I had the opportunity to connect with people from many different backgrounds and perspectives.
I enjoy teaching and sharing knowledge whenever I can, whether that means helping someone understand a new concept or teaching skills like dancing. During college, I also held a leadership role where I focused on mentoring others and helping strengthen the program for those who would come after me.
I’ve always felt a responsibility to give back to the communities that have helped shape who I am.