

Before becoming a financial planner, I spent years on the other side of the table. At Intermountain Health, SpaceX, and Extra Space Storage, I managed 401(k) plans, pensions, and employee benefits, giving me an insider's understanding of how employer retirement and benefits programs really work. Today, as a financial planner with Allegis Financial Partners, I bring that real-world experience to comprehensive planning for people at every stage of life whether you're growing your savings, navigating a career change, or building a lasting retirement income strategy. My focus is simple: helping you make confident, informed decisions with the money you've worked hard to earn.
See DisclosuresMBA -
University of Utah
09/01/2003 -06/01/2005
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Additional Detailed Disclosures
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