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.

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5
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Business Retirement Plans
  • Retirement Income Strategies

Education

  • Bachelor of Arts, Political Science, University of Arizona, Tucson, AZ
  • Masters, Business Management, University of Phoenix, Tucson, AZ

Community participation

I serve on the board of directors for the Southern AZ YMCA and chair the Membership and Programs Committee. I also serve on the board of directors for the Catalina Rotary Club of Tucson as Treasurer.

Interests

When I am not focused on providing an outstanding client experience, I am focused on my family! As a horde of 6 we love to travel, eat lots of food, play sports (basketball, softball, climbing, biking, swimming, golf and soccer). Finding time to stay healthy with a large family often means we are exercising at home (on the Peloton, Yoga, weightlifting, running, cold plunging etc.) Entertaining friends and family always brings a smile to my face and I love spending time behind the grill/smoker to craft the next meal! I also believe in giving back to the community and find a passion for educating/coaching young kids.