Helps support client relationships through onboarding, account maintenance, and service requests.
Assists with financial planning efforts and preparation of client materials.
Supports trades, money movement, and day-to-day client service needs.
Enjoys spending time with friends and family, watching football (especially as a dedicated Arizona Cardinals fan), going to the beach, and traveling to new places. He also stays active through weightlifting and prioritizes physical fitness. He served a full-time mission for The Church of Jesus Christ of Latter-day Saints in the Dominican Republic Santo Domingo East Mission from 2021 to 2023. He grew up in a military family and lived in places such as Hawaii, California, Texas, and other locations around the world.
Previous Positions Held:
Seminary Teacher, Mountain View High School
Tax Intern, Skinner Clouse Group Tax Advisory
Education:
Arizona State University
Bachelor of Science in Finance
Bachelor of Science in Accounting
Licenses & Certifications:
Securities Industry Essentials (SIE)
Arizona Life & Health Insurance License