Davis County Chamber of Commerce
Transamerica Financial Advisors, Inc.

I have a background in international business and have been working in the financial services arena for the last 15+ years. I focus on businesses and individuals that might need more than basic financial strategies.

I obtained my Life and Health Insurance license along with my series 6 and 63 securities licenses in 2000, followed by a series 26, and then obtained my series 65 Investment Advisor license in 2007. I also held a mortgage license from 2000 until 2010.

I am currently licensed for insurance and securities in Utah, Idaho, Wyoming, Colorado and Nebraska. The investment advisory registration is valid in most states.

I am not captive and have access to many of the best companies, and product and service providers in the industry.