We’re like you! We’ve owned many small businesses – a publishing company, a residential mortgage company, a commercial mortgage company, a muffin company, a financial planning company, and others. We know what it’s like to wear 50 hats! We know what it takes to make a business a success, to hire and expand, to add additional locations, to get loans and funding, and even to sell a successful business for millions of dollars. We’ve been there – and that’s our added value. We’re also passionate about the value of key performance data in growing and improving and making a business more profitable and successful.

We were both born and raised in Southern California. We moved to Utah many years ago to attend Brigham Young University and raised our family here.