Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we 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.

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Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Military Financial Advisor
  • Investment Management

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Community participation

Community is a core value of our team, and part of our mission is helping to make a lasting positive impact across generations. We support our communities through individual and team volunteerism, fundraisers, and helping clients plan philanthropic giving. Some of the organizations and events our team actively supports include:

  • Community Food Banks
  • Hopeful Hearts Foundation
  • Ronald McDonald House
  • Pat Rupp Memorial Golf Tournament
  • Special Olympics
  • Therapeutic Riding of Tucson

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.

Our photos

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