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
13
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
  • Investment Management
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies

Education

  • Arizona State University- B.S Economics

Awards & recognition

  • Polaris Wealth Group, Ameriprise Client Experience Award, 2022

Community participation

Annual National Day of Service at St. Mary's Food Bank Phoenix, Arizona
Annual National Day of Service at St. Mary's Food Bank Phoenix, Arizona

St Mary's Food Bank helps feed hungry families throughout Phoenix. I volunteer my time to make a difference in the lives of my community.

Interests

I enjoy spending time with my family, creating memories, and watching my two young boys grow up right before my eyes. I have a love for all sports, traveling and playing golf.

My photos

1 albums
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