picture of a planner

Here to act in your best interests

About me

I started my financial planning career in 2008. I get great satisfaction from seeing my clients work hard and get ahead so they can reach their lifelong financial goals. I’m also a big sports fans and love going to baseball games. My favorites are the ones where I can cheer on my son and his team. I’m also an avid reader, especially of nonfiction.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Bachelor of Science - University of New Mexico

Visit one of our Locations


6565 Americas Parkway NE

Suite 850

Albuquerque, NM 87110

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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