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

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies


  • CFA® Chartered Financial Analyst®


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

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021, 2022

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

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


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

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