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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • Series 7

Education

  • Bachelors of Business Finance, University of Phoenix , Phoenix AZ
  • Bachelors of Business Supply chain & Operations Management, University of Phoenix , Phoenix AZ
  • Associated in Business, Mesa Community College, Mesa, AZ

Awards & recognition

  • Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Professional associations

  • Kiwanis of the Superstitions

Previous experience

  • Financial Advisor, Edward Jones, Mesa, AZ, 2013-2023

Community participation

  • Kiwanis of the Superstitions

Interests

Family, Faith, Hiking, Camping