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

  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies


  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 4 - Registered Options Principal Examination


  • Arizona State University, BS, 1982

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020

Previous experience

  • H&R Block, December 1999 - January 2008
  • Olde Discount, 1991 - November 1999


  • I enjoy watching old movies especially the black and white ones. My top three movies of all time are Casablanca, Citizen Kane and Cool Hand Luke.