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

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Christian Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance


  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®


  • Arizona State University, BIS, Business and Communication, 2004

Awards & recognition

  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2022
  • Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Five Star Wealth Manager, 2021-2022
  • Ameriprise Chairman's Advisory Council, 2023
  • Ameriprise Circle of Success, 2013-2022
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2018-2019
  • Forbes Top Next-Generation Wealth Advisors, 2018

Professional associations

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 Affirm Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • CCV Stars, Basketball and Football Coach
  • Quenched, President and Founder (A non-profit organization installing water wells among unreached people groups in Nepal and India)


  • Spending time with my wife and three children
  • Arizona Cardinals Fan, season ticket holder since 2002
  • Lifting weights
  • Playing basketball
  • Volunteering and going on mission trips

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.