Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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Marie, a CERTIFIED FINANCIAL PLANNER™ professional, began working in the financial services industry in 2003. She graduated Magna Cum Laude from Utah State University.
Robert Sandberg has worked in the financial services industry since 1997. He has a master’s degree in financial planning, and has received his CERTIFIED FINANCIAL PLANNER™ certification.