Professional Info

I have worked in the financial planning industry for over 10 years. I am passionate about helping individuals change their financial behavior and I believe this requires more than just a simple list of dos and don’ts. Our financial behaviors are intimately intertwined with our emotional, spiritual, mental, and physical self. In order to better understand why a person has certain financial behavior habits, it is important to understand the emotional tie to the behavior. I believe that behaviors can change if known, desired, and practiced. It is through our thoughts that our words and actions have root; this is even true for financial matters. I consult and speak on these topics and would be happy to tell you more about what I do and the unique ideas I bring to the financial planning world.

Education

Ph.D., Kansas State University, 2013
Doctorate of Philosophy in personal financial planning with an emphasis in financial therapy

Master of Science, Texas Tech University, 2005
Major in personal financial planning

Bachelor of Arts, Brigham Young University, 2001
Major in political science; minor in general business

Skills

Public speaking
Financial therapy
Financial counseling
Financial planning
Research
Leadership
Teaching

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