From the time I was a teenager I knew teaching and training would be a big part of my life. While serving a 2 year church mission in southern Germany, my main assignment was training other young missionaries how to teach and speak the language. Most missionaries train 1 time throughout their missions and I had the privilege of training 5 individuals, each of which I trained for a few months. Since that time my teaching opportunities have been vast, I have been a tutor, mentored dozens of young men in the Boy Scouts as a scout master, taught many college level personal finance courses, mentored and advised other financial advisors, taught hundreds of benefit seminars and consulted hundreds of clients regarding financial affairs.
At Multop Financial we work hard to understand your financial goals and objectives and put together comprehensive, clear and complimentary financial plans for our clients. We call these the three C’s of our firm. All of us at Multop Financial are independent financial advisors and can explore all your financial needs instead of being told what service and product to sell. We also pride ourselves on a team approach and will work toward your success hand in hand with your other professionals like your accountant and attorney. Together we will be working toward your objectives.
I am a graduate of University of Utah and BYU Idaho with a degree in finance. I have a series 7 and 66 securities registrations with LPL Financial and various insurance licenses with LPL Financial. I am President and CEO of Multop Financial and have worked in the industry since 2003. I was previously part owner in Summit Financial Inc. for 8 years and before that an Advisor with Fowler Financial Group. I’m a registered representative with LPL Financial and a strategic partner with Livingston Financial Group.
I reside in Maple Valley, WA with my amazing wife Kristie and my four children Kaden, Jillian, Macie and Charlie. I’m a zealous outdoorsman and look forward to what each day holds.
Multop Financial, Clarity Capital Management and LPL Financial are separate entities.