Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Desert Sky Advisors, Ameriprise Client Experience Award, 2024

Community participation

  • Chaplaincy for the homeless
  • Support Habitat for Humanity
  • Volunteer at the St. Mary's Food Bank
  • Volunteer at the Desert Mission Food Bank

Honored to receive recognition

All of us at Desert Sky Advisors 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 [practice name] team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.