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


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


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

Professional associations


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


Spending time with my wife and daughter

Bicycling, hiking, golfing, traveling