I have worked in the financial services industry since 2013. Beforehand, I worked for the State of Utah as an intern and analyst for two years. While working, I completed my Bachelor of Science in Economics from the University of Utah. Upon completing school, I chose to look for opportunities to work in financial services and was referred to Cambridge Financial by my LDS mission president.
I was born in Frankfurt, Germany to Jess and Deanna and lived foreign until age five when my family and I returned to Utah. I married my wife, Haley, in 2013 and currently reside in Sandy, UT.
I enjoy fishing, cooking, movies, and spending time with my wife and family.
During my tenure at Cambridge, I have found that many businesses and families are not properly protected and their finances are not well organized. As a result, I enjoy working with small businesses and young families to help them realize their financial potential through various retirement strategies with the goal of minimizing tax losses while increasing financial security and overall wealth.
A few services that I provide include, but are not limited to:
- Life Insurance
- Individual Retirement Accounts
- 401(k) rollovers
- Mutual Fund Investing
- Disability Insurance
- Long-term Care Coverage
- College Savings Plans
- Group Benefit Development
- Retirement Readiness Reviews & Strategy
- Business Continuation Development
I am currently licensed to solicit Life Insurance in the following states:
I am currently licensed to solicit Securities in the following states:
I have the following degrees and licenses:
- Bachelor of Science in Economics, 2013
- Life, Accident, & Disability License, 2013
- Series 6 and 63 Securities Licenses, 2013
Please note that my ability to solicit products in states that I am not currently licensed or appointed in is not permitted until properly licensed in that state. If client interest warrants and with proper notice, necessary licensing and appointments in other states may be obtained. The time needed to receive an appointment varies by state due to licensing processes and state-specific requirements.
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To contact me with questions or referrals, please email firstname.lastname@example.org or call/text 801-889-6815.
Cambridge Financial specializes in business and personal financial planning including strategic implementation of various investments and insurances.