Advisor profile


My approach

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

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business
26
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

Education

  • Bachelor of Arts, International Relations, University of Washington, Seattle, WA
  • Master of International Management, Thunderbird School of Global Management, Glendale, AZ

Interests

Formula One auto racing

Fine Art

Vintage Sports Cars

Community participation

West Valley Art Museum - Past Board Member

Awards & recognition

  • Five Star Wealth Manager, 2013-2020

Previous experience

  • Vice President - Morgan Stanley Smith Barney, 2005-2012
  • Corporate Vice President - UBS Financial Services, 2001-2005
  • Financial Advisor - Dain Rauscher, 1998-2001
  • Financial Consultant - Merrill Lynch, 1994-1997