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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Investments
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Arizona, B.A., Economics, 2010

Awards & recognition

  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2022

Honored to receive recognition

All of us at Affirm Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Mealbridge, Financial Director
  • Ronald McDonald House, Volunteer
  • Primavera Foundation, Volunteer

Interests

  • Basketball
  • Yoga
  • Camping
  • Guitar
  • Volunteering