After working in financial services for over 10 years, I was feeling frustrated. The industry was completely obsessed with an investment-only focus. But not only were retiree’s investments being mismanaged in inefficient, high-cost ways, but advisors were ignoring other crucial aspects of a retiree’s financial life like reducing taxes, optimizing Social Security and pension benefits, and putting a simple, clear financial plan in place.

In 2016 I started Hale Financial Solutions because I saw a better way to help individuals and families prepare for retirement.

The focus of my firm is clear: We help every client reduce income taxes, optimize Social Security, pension and retirement income, and invest smarter. We are fiduciaries, putting the best interests of our clients first.

I received my undergraduate degree from BYU-Idaho and my MBA from the David Eccles School of Business at the University of Utah. I also serve in community organizations including the Star Valley Arts Council and the LCSD#2 Education Foundation.

I’m the proud father of three girls (Eleanor, Rachel, and Olivia) and husband to my wonderful wife Kellie (who is an exceptional professional genealogist).

We make our home in Afton, located in Star Valley Wyoming.