Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Women's Financial Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Arizona, B.S., Personal & Family Financial Planning, 2021

Awards & recognition

  • Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Affirm Wealth Advisors, Investment News Best Places to Work for Financial Advisors, 2024
  • Affirm Wealth Advisors, Phoenix Business Journal Best Places to Work, 2023
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2023

Professional associations

  • Sierra Vista Area Chamber of Commerce

Honored to receive recognition

All of us at Affirm Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Affirm Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Viva Performing Arts Center

Interests

  • Travel
  • Music & Dance
  • Spending time with family and friends