Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
After graduating high school, Craig served his country as a United States Marine. He served as an Intelligence Specialist and received two meritorious promotions before completing his military service. Craig received his...
Todd grew up farming in Southern Idaho where he learned the value of hard work. After high school he attended Idaho State University College of Technology and graduated from Automotive Technology and Distribution with a 4.0 GPA. Todd...
From a young age Tyler was interested in business and investing. As a teenager Tyler spent time buying, rehabbing and selling real estate investments with his mentor/father. The work ethic and process driven approach he learned from...
Senior Operations Manager
Amy was born and raised in Sandy, UT where she graduated from Jordan High School in 2003. She started her career at RBC Wealth Management in 2006 as a part time receptionist, gradually growing from there to where she is today. She got...
Client Relationship Manager
Before entering the financial services industry, Jenica studied finance at Utah Valley University. She started her career at Wells Fargo in 2006 where she excelled in every position she held ranging from teller to Service Manager....
Alec graduated from the University of Utah with a Bachelor of Science in Finance--Fintech Emphasis, he was on the Dean's List and one of the first seven graduates to receive the emphasis. During his time at the University, he had the...