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

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 6, 63, 65 & Life & Health Insurance

Education

  • Associate's Degree; Multimedia and Web Design at the Art Institute of Pittsburgh 2000-2001

Interests

Volunteers as a Youth Basketball Coach.

Community participation

  • Volunteer: Dobson Jr High- Youth Basketball Coach

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2021
  • Ameriprise Circle of Success, 2021

Previous experience

  • Financial Advisor, Hayden Royal, Gilbert, Arizona, 2019-2020
  • Financial Advisor, Wells Fargo, Gilbert, Arizona, 2007-2019
  • Financial Advisor, Bank One, Phoenix, Arizona, 2002-2007