Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Insurance

Education

  • Executive Masters, Business Administration, Grand Canyon University, Phoenix, AZ

Awards & recognition

  • Ameriprise Client Experience Award, 2024

Professional associations

  • Business Network International

Previous experience

  • Financial Advisor, Edward Jones, Las Vegas, NV, (2015-2022)
  • Financial Advisor, Princor Financial Services Corporation, Modesto, CA, (2006-2008)

Community participation

  • Rotary International
  • Letters to Santa Charity Group
  • Toastmasters International
  • Santa Clothes with Nevada Rotary

Interests

Some of my hobbies and interests are: woodwork, metalwork, hiking, golfing, and teaching my grandkids how to golf. I love reading and a few of my favorite authors are Tom Clancy, W.E.B. Griffin, and Ken Blanchard.

My photos

3 albums
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