Choosing a financial advisor is a big decision, and I wouldn't want you to feel like you have to decide whether or not to hire me without getting to know me better first.
That’s why I always start with a free initial consultation meeting. Ask whatever questions you'd like. Ask me why you should hire me. Ask me why you shouldn't.
No stress, no charge, no commitments, no sales - just an open and honest Q&A.
There’s a few different ways I can meet with you, so go ahead and book a time in the scheduling tool here.
Meet at the Wealth Mode Office
Meet Online (Video Call)
Meet and Eat
Go to a Real Salt Lake Game
If you're a soccer fan, we're going to be a great fit. I've got some seats, so let's head down to a game at Rio Tinto Stadium! It will give us plenty of time to hang out, chat about your financial situation, and discuss the life you'd like to build.