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Highlights

START DATE

Industry: 2003
KAR: 2016

EDUCATION

  • MBA, Cornell University, Johnson School of Management
  • B.A., Technical Sales, Weber State University

PRIOR WORK EXPERIENCE

  • Vice President, Private Banker –
    Citi Private Bank
  • Vice President, Private Client Advisor – JPMorgan

CERTIFICATIONS AND CREDENTIALS*

  • CFA Charterholder
  • Certified Financial Planner®

RECOGNITION

  • 2023 Fast Growing Advisors to Watch, AdvisorHub
Fun Fact
I once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.
Q: What Do You Enjoy Most About Your Job?
A: I love connecting with my clients on a personal level and being in touch with them frequently as they make important decisions for themselves and their families. I enjoy working with my colleagues at KAR and I have a firm belief that we are all trying to do what is best for our clients.
Q: How Does KARWA Approach Wealth Management Differently?
A: KAR is different from many other wealth management firms in that we have the flexibility to build a customized portfolio for each and every one of our clients. I believe that this leads to better outcomes in the long run and a higher level of client satisfaction. I want my clients to feel like I know them as individuals and that I am not just trying to fit them into a pre-determined “bucket” or allocation.

Q: What Do You Hope to Achieve For Your Clients?
A: First and foremost, I hope to earn my clients’ trust over time by demonstrating that I care about their personal and financial well-being above all. I want my clients to feel like they understand the value that we provide at KAR and that I listen to them and their individual wants and needs. I want my clients to feel confident that they are on the right path to achieve their most important financial objectives and to protect their hard-earned wealth.
Q: What Are You Involved in Outside of Work?
A: I live in Salt Lake City, Utah with my wife, Amy and our five children. Together we enjoy spending time in the mountains and doing things like mountain biking and skiing. I enjoy a variety of sports and am a regular participant in local and regional squash tournaments.
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Top Financial Professionals” award was given by InvestmentNews in February 2026 and covers the year 2026. KAR has not paid fees to the award sponsor to obtain or participate in the award. The firm has paid a fee to license use of the IN Top Advisor logo and market the award.

The 2025 “250 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2024 “250 Advisors to Watch Under $1 Bil” ranking was given by AdvisorHub in July 2024 and covers the year 2024. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.