I am a CERTIFIED FINANCIAL PLANNER™ professional. I became licensed as a CFP® professional in 2003. Click here to learn more about what it takes to earn this designation.
I am a Registered Life Planner through the Kinder Institute for Life Planning (click here for more info), which aims to make it possible for financial planners and individuals to cultivate a Life Plan that delivers the freedom to pursue their passions, wherever they may lead.
I am a Certified Public Accountant licensed by the State of Utah. I became licensed as a CPA in 2002. Click here to learn more about what it takes to be licensed.
I am a member of NAPFA, the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Click here for helpful information for financial planning consumers.
I am a member of the Financial Planning Association, the principal professional organization for CFP® professionals. Click here to learn more about how the FPA helps consumers in the area of financial planning.
I am a member of the American Institute of CPA’s, the world’s largest association representing the accounting profession. Click here to learn more about the AICPA.
I am a member of the Garrett Planning Network, a network of independent Fee-Only financial planners dedicated to making financial advice accessible to all people. Click here for helpful information from GPN.
I am a member of the XY Planning Network, which is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Click here for helpful information from XYPN.