I have a varied and extensive background as a business owner, entrepreneur and healthcare executive. I started my career in healthcare 24 years ago as a hospital administrator. I worked for one of the big 5 consulting firms in New York City and was privileged to learn the "how to" and "how to not" approaches to budgeting and financial management in large healthcare organizations. I was also privileged to work for a company that managed healthcare delivery for the Department of Defense, serving active duty military members and their families, and retirees and their families. I also worked for national health plans. I was the Director of Financial Planning & Analysis for one of those national health plans. I opened a walk-in health clinic for the underserved in Las Vegas and started my own successful consulting practice. I now specialize in helping business owners and health professionals in the areas of life insurance and financial services. In partnership with my brother, who has almost 20 years of experience in the financial services industry, we find optimal fiscal solutions to the unique challenges presented by individuals, families, and businesses. I enjoy educating others on the key role life insurance plays in the creation of a holistic, lifelong financial plan and enjoy teaming with other professionals like attorneys and CPAs to provide my clients with the full suite of services needed to achieve their goals and lifelong dreams
I earned my BS degree in Business Administration from Brigham Young University and a Master’s degree in Healthcare Administration from Virginia Commonwealth University. I'm married to a nurse practitioner who specializes in psychiatry, and we have 5 children. My passions are my children, grandchild, reading, and watching my favorite professional basketball and college football teams.