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
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans

Awards & recognition

  • McCrossan & Associates, Ameriprise Client Experience Award, 2021

Community participation

My team and I support Child Crisis Arizona, American Legion Ladies Auxiliary Unit 61, Feed My Starving Children, and A21 - Abolishing Human Trafficking. I encourage everyone to participate, it's all about giving.