724 S 1600 W Suite 230 Mapleton, UT 84664 | (385) 685-1960
Bridging your working years to your retirement years.
At Summit Ridge Advisors, I help smart people like you make smart decisions with your money so you can experience the confidence you deserve.
Develop a clear plan to
track progress
Gain confidence
Manage more than just
investments
You’ve Worked Too Hard to Let Money Steal Your Freedom.
Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon.
You’re smart and capable, yet you find the internet has endless opinions but no advice-which only causes more anxiety.
You’ve worked too hard to give your family the clarity they deserve.
Every hard working
individual and family deserves financial security.
Gain Confidence
At Summit Ridge Advisors, you are the HERO of your story. Let me be your Guide and show you the way.
Ongoing support
As your personal guide, you’re never alone.
I care about your success.
A clear roadmap
Once you have have the roadmap in place, monitoring your progress is key to your long-term success.
I’ve helped many hard working individuals just like you take control of their financial future.
“An investment in knowledge pays the best interest.”
“The most important investment you can make is in yourself. ”
Here are just a few of the companies our clients do or have worked for:
Walmart - Dominion Energy - NEBO School District
Les Olson Company - University of Utah Hospital- BYU
Dish Networks - Intermountain Health - Zions Bank
“The clients that we service are employed at various companies, and the list of companies provided above is for illustrative purposes only and represents only a sample of such employers that we selected based on their name recognition and prominence in the community. We have no affiliation with any of these companies, and neither these companies nor their employee benefit plans are our clients. None of these companies have endorsed any of our services or the products we sell, and if you are employed by any of these companies you are not required or expected to retain our services.”
How it Works
1
SCHEDULE A CALL
We discover where you are and where you want to be in the future.
2
CREATE YOUR PLAN
I design a customized plan tailored to your goals.
3
ACHIEVE YOUR GOALS
We monitor your plan and make any needed adjustments along the way.
Summit Ridge Advisors is on a mission to give individuals & families the financial confidence they deserve.
"Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy."
- Dale Carnegie