Thinking about financial advice?  First, let's just meet up.

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

Logan, UT

MEET AT THE WEALTH MODE OFFICE

 
 
 

Meet Online (Video Call)

MEET ONLINE (Video Call)

 
 
 

Meet and Eat

MEET AND EAT

 
 
 

Go to a Real Salt Lake Game

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.