Partnering with Employees to Maximize their 401K Plans | Founding Partner, Driven Investments
thedriveninvestments.com
zionsbank.com
tfaconnect.com
iccu.com
Lehi, Utah, United States
Founding Partner
Driven Investments LLC
• www.linkedin.com/company/driven-investments-llc
• Self-employed
Aug 2020 - Present
Lehi, Utah, United States
Investment Advisor Representative
Interactive Financial Advisors
• www.linkedin.com/company/interactive-financial-advisors
Aug 2019 - Aug 2020
Pocatello, ID
Investment Advisor Representative
Transamerica Financial Advisors, Inc.
• www.linkedin.com/company/transamerica-financial-advisors-llc
Jan 2016 - Jul 2019
Chubbuck, ID
Loan Officer
Idaho Central Credit Union
• www.linkedin.com/company/idahocentralcreditunion
Aug 2017 - May 2018
Pocatello, Idaho Area
Financial Center Assistant Manager
Zions Bank
• www.linkedin.com/company/zions-bank
Jan 2015 - Jul 2017
Spanish Fork, Utah
Personal Banker
Zions Bank
• www.linkedin.com/company/zions-bank
Nov 2014 - Jan 2015
Spanish Fork, Utah
