Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • FINRA Series 7, 63, 66 and Life and Health Insurance

Education

  • B.A. Indiana University Bloomington, 1994- 1998

Interests

Spending Time with Family- We love to travel together

Coaching my son's football team- I'm so proud of our flag football teams. We've won 4 titles together!

Music- I've played Saxophone over 30 years- still play today!

Scuba Diving- ! Diving with sharks? Yep!

Traveling- Our family has visited London, Rome, Hong Kong, Munich, and Sydney to name a few.

Vintage Cars- We are proud owners of a 1939 Chevy Custom Deluxe that's been in the family since it rolled off the assembly line

Community participation

Rotary Club of Green Valley- Past president
Member of Central Church

Professional associations

  • Rotary Club- Green Valley

Previous experience

  • Financial Advisor, Edward Jones, Henderson NV., 2006-2019