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

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Financial planning for small business
  • Investments

Education

  • Bachelor of Arts, Psychology, Northern Arizona University, Flagstaff, AZ
  • Associate of Arts, Psychology, Arizona Western College, Yuma, AZ

Interests

I enjoy spending quality time with my wife and two kids, whether it's relaxing at home or cheering on our favorite soccer and football teams. I occasionally play soccer with friends and appreciate the camaraderie it brings. As a proud Yuma, AZ native, I love the sense of community and simplicity of home life. I'm a homebody at heart and prefer short, one-day trips that let me stay close to what matters most.