My Story

Hi,

I have a degree in Finance from the University of Utah and currently hold my Series 65. I started my career in a small private firm and moved into the corporate space. As I strove to do the best for my clients, I often found myself pressured to work in the company's best interest rather than the client's. After a few years, I realized the only way to continue with my passion as a financial advisor was to start a firm. This led to the birth of Rx Wealth Management.