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, Forbes Best-in-State Wealth Management Teams, 2025
  • 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 be recognized in Forbes

We’ve got some exciting news to share: Cardinal Pointe Financial Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Cardinal Pointe Financial Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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