An interest in people. A future in financial advising.
Curious about markets.
Committed to people.
I’m a financial economics student at BYU–Idaho, graduating in December 2026. I’m seeking client advisory and portfolio management roles at a fee-only RIA.
01 / Perspective
I chose financial advising because I enjoy helping people understand their options and reach their goals. I believe the fee-only RIA model aligns an advisor’s incentives more closely with a family’s goals. No model removes every conflict, but this structure can reduce them and make them easier to identify.
I bring experience in family-office planning, financial planning, and client-facing tax preparation. I’m building the technical judgment to support an advisory team, listen closely, and distill financial information into clear next steps.
02 / Experience
April – August 2026Houston, TX
Financial Planning Intern · Family Office
2025 & 2026 tax seasonsRexburg, ID
Tax Specialist
June – August 2025Walnut Creek, CA
Financial Planning Intern
03 / Education
B.S. Financial Economics
CFP Board–approved Financial Planning Minor
Graduation · December 2026
Investment Analysis, Financial Planning, Income Taxation, Risk Management, Estate Planning, and Psychology of Financial Planning.
Excel · eMoney · RightCapital · MoneyGuidePro · Riskalyze (Nitrogen) · SQL
Beyond the classroom
Student leadership
As Marketing Lead, I mentor students through an eMoney financial-planning case study and support recurring Wealth Management Society meetings.
Project in progress
I’m building an investing and tax-planning website for BYU–Idaho students. It gives readers practical “how” guidance and clear “why” context.