I took a financial planning class as a freshman in college and immediately knew it was what I wanted to do. The idea of helping people make meaningful financial decisions and build better lives really resonated with me, and I’ve been doing it ever since.
I took a financial planning class as a freshman in college and immediately knew it was what I wanted to do. The idea of helping people make meaningful financial decisions and build better lives really resonated with me, and I’ve been doing it ever since.
After graduating from Brigham Young University with a degree in history, I co-founded Utah Medical Association Financial Services in 1993 and served as Chief Operating Officer and advisor for 13 years. Building that firm from the ground up gave me the opportunity to work closely with physicians and their families while helping grow the practice into a trusted resource for the medical community. When I exited the firm in 2006, I went on to create TrueNorth Wealth and Idaho Medical Association Financial Services.
Today, as Founder, President, and Chief Investment Officer, I meet with clients one-on-one to develop personalized financial plans and oversee the firm’s investment strategies. I also lead our institutional consulting practice and continue to enjoy helping clients make wise choices and feel comfortable with their finances. Over the course of my career, I’ve had the privilege of helping thousands of households achieve their goals and priorities.
One of the things I enjoy most about this work is helping people gain confidence in their financial decisions. Financial planning is about more than investments and numbers. It’s about helping people use their resources intentionally so they can focus on what matters most to them.
Outside of work, my best days are spent mountain biking, enjoying the outdoors, and spending time with my wife, Sarah, our two sons, and four grandchildren.