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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Investments
  • Charitable Giving

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts, Business Administration, Fort Lewis College, Durango, Colorado

Community participation

Member of Yuma Rotary Club since 2013. Served as club president in 2016-2017 and assistant governor 2020-2022.

Member of Yuma Elks Lodge #476.

Interests

Golf

Archery

Bowling

College & Professional football

Volunteerism through Yuma Rotary Club, Elks Lodge 476 and Caballeros de Yuma