Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Insurance
  • Small Business
  • Tax Planning Strategies

Education

  • Arizona State University- Masters of Business Administration
  • University of Arizona- Bachelors of Science- Marketing

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • United States Marine Corps, Sergeant, 1995-2003

Proudly serving clients in Scarborough and beyond

Navigating the financial landscape can seem complex, but with the right guidance, you can confidently chart your course. Whether you’re an individual looking towards a fulfilling retirement, a business owner seeking optimal solutions for your team’s future, or someone aiming to craft a thoughtful estate strategy, my commitment is to provide clear advice tailored to your unique circumstances.

Community participation

Scarborough Public Library, Former Board Trustee

https://www.scarboroughlibrary.org/

Interests

  • Running Marathons- completed the Marine Corps Marathon 10 times
  • Coaching- coached for youth sports programs for the last 10 years
  • Volunteering- served with local soup kitchen as well as non-profit board memberships
  • I manage and own investment properties.

My photos

1 albums
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