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
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


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023
  • Five Star Wealth Manager, 2023
  • Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2022
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2022

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

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


  • Basketball
  • Yoga
  • Camping with my wife and kids
  • Guitar
  • Volunteering