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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors in Engineering 1998 New Mexico State University

Interests

Home Remodeling

Tennis, Basketball

Coaching my kids teams

3 United States Patents

Community participation

Work with Jr. High and Sr. High students for 18 years

Coaching my children's sports teams

NewDay Board of Directors

Covenant Classical School Board Member

Awards & recognition

  • Five Star Wealth Manager, 2022
  • Ameriprise Circle of Success, 2017