Advisor profile


My approach

I believe real financial advice requires far more than showing a "good" rate of return on a monthly statement.

I also believe a real financial advisor knows what's important to you beyond the dollars and cents, stocks and bonds, and expected retirement date.

What can you expect when hiring me as your financial advisor?

First step: Connect

Why is money important to you? What do you want for yourself? Your answers to these insightful questions can help identify your true values and become the lens through which all our work together will be viewed.

Second step: Define

Together, we’ll work through a ‘deep and wide’ analysis to understand all the moving parts in your financial life, prioritize the “big rocks”, and decide where best to get started.

Third step: Go!

Once we’ve defined your what and your why, it’s time to get moving on your how. As your financial advisor, I’ll help you implement the right investment strategies and financial advice.

Ongoing relationship

Throughout the year, we’ll inspect what we expect with regular “fiscal fitness” checkups. The planning process is ongoing and adjusts through all of life’s transitions.

With the right approach, financial planning is the best and never finished work you can do to bring purpose to your financial and investment decisions.

Let’s get started – contact me today.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science in Business, magna cum laude, Bethel College (IN)

Interests

  • Financial literacy
  • Active lifestyle - we like to bike and hike
  • Florida State football - Go Noles!
  • Lifelong musician
  • Golf
  • Lifelong learner
  • And... I like to watch documentaries

Community participation

  • President-Elect (2021-2022), Scottsdale Sunrise Rotary Club
  • President (2021-2022), BNI Accelerators
  • Vice President, Florida State University Alumni Assoc. Phoenix Seminole Club
  • Associate Member, Maricopa County Association of Family Mediators
  • Member, Ameriprise NextGen Advisors Group
  • Member, The Society of Advice
  • Volunteer, high school financial literacy programs

Awards & recognition

  • Five Star Wealth Manager, 2020