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

  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Saving for Education
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • ClearEdge Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025

Community participation

  • Scottsdale Fire Department Toy Drive

Honored to be recognized in Forbes

All of us at ClearEdge Private Wealth are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.