The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
I am a financial advisor who serves the serious long-term investor. I develop investment strategies that are tailored to the specific goals of my clients. I focus on high quality investments and help make sure my clients are properly balanced and diversified within the portfolio to help achieve those goals.
I received both my undergraduate degree and MBA from Arizona State University. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations. Outside of the office, I enjoy spending quality time with my family and being active outdoors. I enjoy hiking, playing golf, and SCUBA diving.