I received my BS from the University of Utah. Before making a successful transition to RBC Wealth Management, I spent approximately 20 years of my career with a major Wall Street firm. The decision to change was based on my desire to be in a more personalized, client-focused environment. The backing of one of the strongest financial institutions in North America was also an important consideration. For the majority of my career I was a partner in a large team focused on high net-worth individuals. Together we oversaw $270 million in assets with growth coming largely through referrals. Securities offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Financial Advisors provide products and services for which they are appropriately licensed. Information shared within this platform is subject to review by supervisory personnel, is retained and may be produced to regulatory authorities or others with a legal right to the information. Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only. It is important not to use this site or its messaging systems to request, authorize or affect the purchase or any sale of any security or other product. Any such orders will not be accepted and will not be processed. Please visit RBC Wealth Management Disclosures (www.rbcwm-usa.com/legal/rbc-wm) for more information. 