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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • Kansas State University - Bachelors of Science Advertising/Business
  • Manhattan, KS

Community participation

  • Regularly volunteers at United Food Bank in Mesa, AZ
  • Annual Golf Tournament for Brayden's Buddy in Gilbert AZ
  • Live Love Saturday - The Grove Church in Chandler AZ

Interests

I have always said that to be able to help people and make an impact on their financial life is one of the most amazing things ever . To have a family business is even more of a blessing and to be able to give back to the communities to which I belong is the icing on the cake. In addition to being a dad to 3 incredible kids and a husband to the most amazing woman, I am an avid sports fan – especially the KC Royals! We enjoy the outdoors: hiking, camping, golfing, are some of our families favorite activities. Creating lasting friendships along the way keeps our hearts full.

My photos

4 albums
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