Industry:
Financial Services
Work:
Strategic Wealth Advisors LLC since Feb 2001
Founder and President
NAIFA 2011 - 2013
Member
Hanseen & Watts Jan 2004 - Dec 2007
Managing Partner
Education:
University of Utah 1968 - 1974
B.S., Finance and Accounting
Skills:
Retirement Planning
Investments
Insurance
Strategic Financial Planning
Small Business
Wealth Management
Retirement
Business Planning
Life Insurance
Fixed Annuities
401K
Investment Advisory
Financial Reporting
Financial Services
Asset Managment
Succession Planning
Philanthropy
Leadership
Wealth Accumulation
Iras
Multi Generational Wealth Transfer
Retirement Plan Consulting
Insurance Consulting
401K Rollovers
Wealth Preservation Planning
Business Advisory
Wealth Management Services
Multi Generational Planning
Charitable Gift Planning
Charitable Giving
Cpa
Survivorship Insurance
Second To Die Insurance
Fund Buy Sell Insurance Agreements
Professional Women
Wealth Management For Women
Financial Planning For Women
Financial Planners
Strategy
Marketing
Financial Planning
Financial Advisory
Finance
Strategic Planning
Financial Analysis
Portfolio Management
Asset Management
Strategic Corporate Philanthropy
Entrepreneurship
Entrepreneurial Finance
Interests:
Watching My Clients Enjoy Healthy
Children
Uninterrupted Cashflow For Life
Economic Empowerment
Politics
Education
Golf
Animal Welfare
Health
Certifications:
Certified Public Accountant,
Personal Financial Specialist
