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
16
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
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance

Education

  • Bachelor of Science, Business Administration, University of Arizona, Tucson, AZ

Awards & recognition

  • Five Star Wealth Manager, 2015-2016, 2018

Previous experience

  • Financial Advisor, Edward Jones, St. Louis, MO, 2009-2012
  • Financial Advisor Trainee, Merrill Lynch, Charlotte, NC, 2008-2009

Community participation

  • Ardrey Kell H.S. Mighty Knight Marching Band Booster
  • Community House Middle School Fine Arts Boosters - (President 2016-2018)
  • Matthews Athletic & Rec Association - Youth Baseball Coach (2008-2014)
  • University of Arizona Alumni Chapter - President (2007-2012)
  • Ronald McDonald House of Charlotte - Past Volunteer
  • Ameriprise National Day of Service - Past Participant

Interests

  • I share most of my free time with my family. If we are not participating in a team activity or event with the kids, we are usually planning our next vacation destination!
  • I have a lifelong passion for the Arts, Music and Theater. Having previously showcased my theatrical, voice, piano, violin, and drum skills. Toured nationally and internationally with the Tucson Arizona Boys Chorus, performed at Carnegie Hall, recorded an album, and appeared live on Good Morning America.
  • My father is an automotive enthusiast and I definitely share his passion. Exotic Cars, Collectible Cars, Hot Rods, Race Cars and Racing, if it rolls it is cool!

My photos

2 albums
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