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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 52, 9, 10, 63, 65

Education

  • B.S., Finance, Arizona State University, Tempe, AZ

Professional associations

  • FINRA

Previous experience

  • H&R Block Financial Advisors - Financial Advisor, 1999-2008
  • Olde Discount Stockbrokers - Registered Rep, 1995-1999

Community participation

United Food Bank, Mesa

UMOM New Day Center - Homeless Shelter

Interests

Spending time with my wife and daughter

Bicycling, hiking, golfing, traveling