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

Areas of focus

  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7, 66 licensed
  • Life, health and accident insurance
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Arizona 2002-2005, B.A Communications Business Minor, Graduated with Highest Honors

Interests

  • Enjoying time with family and friends
  • Two sweet and spunky dogs Lexi and Roxy
  • Running, hiking and roadbiking in this beautiful state of Arizona

Community participation

Wings of Rescue

The Humane Society of Phoenix ‎

The Boys and Girls Club of Scottsdale

Professional associations

  • Scottsdale Chamber of Commerce
  • Women’s Empowerment (WE) Network