Experience

Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor, Investment Advisor Representative

  • Oct 2015 - Present

  Murray, UT My focus is on helping clients become financially balanced by improving their protection for today and building their wealth for their tomorrows. Clients include individuals, families and Business Owners. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 6455 South Yosemite Street, Suite 425 Greenwood Village, CO 80111, ph# 303.770.9020. Wealth Strategies is not an… Show more My focus is on helping clients become financially balanced by improving their protection for today and building their wealth for their tomorrows. Clients include individuals, families and Business Owners. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 6455 South Yosemite Street, Suite 425 Greenwood Village, CO 80111, ph# 303.770.9020. Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K65670. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less



Flight Link

• General Manager

  • Sep 2008 - Mar 2015

  Lindon, Utah Directed total operations of company building simulator products for flight training industry.



Geotrax/US Currency Protection Corporation

• Director of Sales / Territory Manager

  • May 2004 - Aug 2008

  Draper, UT Targeted C-level executives in Fortune 500 companies for sales of security tracking devices (dye packs and GPS trackers). Established partner relationships with both client executives and police leadership required for proper functioning of our products. Worked jewelry, banking, telecom, and transportation clients in a 4-state territory.



Linux Networx

• Computer Hardware Manufacturing
• 1 - 100 Employee

• Events Manager

  • Jul 2003 - May 2004

  Draper, UT



KeyLabs

• IT Services and IT Consulting
• 1 - 100 Employee

• Marketing Manager

  • Jan 1998 - Feb 2002

  Lindon, UT • Managed all marketing functions and generated 50% revenue increase each year under my management.



Novell

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Strategic Account Manager

  • Jan 1993 - Jan 1998

  Orem, UT