Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CFA® Chartered Financial Analyst®
  • CFA® Chartered Financial Analyst®


  • B.S. Chemical Engineering; B.S. Marketing: University of Colorado, Boulder
  • MBA Finance: University of Denver


CHAIR, Golf Committee: Skyline Country Club; Tucson, AZ

I make up for lack of talent with snappy golf outfits.

Community participation

DIRECTOR, Greater Arizona Development Authority (GADA): Appointed by AZ Governor Napolitano, reappointed by AZ Governor Brewer: Facilitated $400 million of vital infrastructure throughout Arizona. 2005-2015

TREASURER, Rio Nuevo Multipurpose Facilities District: Appointed by AZ Governor Brewer: Charged with the redevelopment of downtown Tucson, AZ. 2010

CHAIR, Finance Advisory Task Force, Tucson Metro Chamber of Commerce: Recommend Municipal Finance Management 'Best Practices' to local municipalities. Developed and established ongoing relationship with City Manager, Mayor, County Supervisors,... 2015-2018

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Professional associations

  • CFA Institute
  • Southern Arizona Estate Planning Council
  • Tucson GLBT Chamber of Commerce

Previous experience

  • Financial Advisor, Morgan Stanley, 2007-2019
  • Portfolio Manager, Northern Trust Bank, 2000-2007
  • Portfolio Manager, BMO Harris Trust Bank, 1998-2000
  • Portfolio Manager, Compliance Officer, Wells Fargo Bank, 1994-1998