I founded Twin Peaks Wealth Management in 2002 to help people plan for a successful retirement. I am committed to providing ongoing financial guidance, organization, and clarity so you can feel confident about your ability to retire comfortably.
Building relationships is at the heart of the work I do. Because I believe that strong relationships are the foundation for success, I limit the number of clients I work with. And as an independent advisor, I have an unwavering commitment to my fiduciary duty to put your best interest first.
Before starting Twin Peaks Wealth Management, I enjoyed a long tenure at a large, well-respected financial firm in Salt Lake City. I have also served as an adjunct faculty member at the University of Utah’s David Eccles School of Business. I have augmented this experience with multiple professional designations so I can better help you reach your goals, including:
▶︎ CERTIFIED FINANCIAL PLANNER™ (CFP®)
▶︎ Chartered Financial Consultant (ChFC®)
▶︎ Chartered Advisor for Senior Living (CASL®)
▶︎ Chartered Life Underwriter (CLU®)
When not serving clients, you can find me spending time with my wife and son. I love being outdoors in Utah’s beautiful surroundings and enjoy skiing, biking, golfing, windsurfing, and hiking.
