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

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Small Business
  • Insurance
  • Social Security Retirement Benefits


  • ChFC® Chartered Financial Consultant®
  • Series 7, 63, 65, Life and Health Insurance Licenses


  • Bachelor of Science, California Polytechnic State Univ, San Luis Obispo, CA

Community participation

  • Gethsemane Church
  • Feed My Starving Children
  • Paz De Cristo


  • Born and raised in Salinas, CA.
  • Lived in Arizona for the past 22 years.
  • Reside in Chandler, AZ with my wife, Sheri, and sons, Ethan & Dylon.
  • During the school year, we stay involved in our sons' sporting activities.
  • We enjoy exploring Arizona, especially northern AZ in the summer.
  • We love to search out new areas to hike, camp, and explore.