Affiliations

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 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 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.

 

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