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Advanced Wealth Designations
CFP®, CPWA®, CIMA®
Summary
- Leading a team of 16 junior advisors while streamlining and optimizing processes to enhance efficiency and client outcomes.
- Highly organized and results-driven, enabling a focus on continuous professional development and impactful service.
- Proven collaborator and leader, consistently exceeding expectations in team initiatives and individual performance metrics.
- Lifelong learner with a passion for rapidly acquiring and sharing knowledge, ensuring excellence in facilitation and coordination.
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Associates Led
16 junior advisors currently
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Employees Impacted
Through planning, follow-up, and execution tools
Professional Experience
Click a role to explore responsibilities and achievements.
Licenses & Certifications
Education
Brigham Young University
Bachelor's in Computer Science
University of Utah
Master's in Business Administration (current, expected summer 2026)
Additional Skills
- Advanced proficiency in Microsoft Office, Excel, and artificial intelligence.
- Extraordinarily quick at mastering new systems and technologies.
- Exceptional time management and self-motivated work ethic, consistently achieving goals and exceeding expectations in any environment.