Licenses held: Series 7, 63, 66
JD sincerely enjoys helping others achieve their dreams and passions! He has been working in the investment industry for over 7.5 years servicing clients to attain their own financial success. Preliminary to joining KAC, JD worked for John Hancock and Charles Schwab compiling daily analysis and servicing client accounts. He also worked for many years with advisors to help them build their client facing business as a consultant.
He graduated from Utah State University with his dual major in finance and economics. JD is a father of two beautiful children, Jocelyn and Lincoln, who he spends most of his free me with. He also loves all water and snow sports.