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
16
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
  • Wealth Preservation Strategies
  • Divorce Financial Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care
  • CDFA® Certified Divorce Financial Analyst

Education

  • Bachelor of Science, Arizona State University

Awards & recognition

  • Five Star Wealth Manager, 2015-2023
  • InReach Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • InReach Wealth Advisors, Ameriprise Client Experience Award, 2020-2022

Community participation

HALO Animal Rescue*

Los Ojos de La Familia*

Another Way - Domestic Violence Shelter*

St. Vincent de Paul, Phoenix

Habitat for Humanity

* Donation Drops Offs Always Welcome and Appreciated!!

Interests

I enjoy spending time with my family and friends, playing tennis and practicing yoga.