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Here to act in your best interests

About me

I’ve been a financial planner since 2000. As a former high school math teacher, I work hard to educate my clients on how they can achieve financial well-being then help them develop plans to reach their financial goals. When I’m not in the office, I’m usually on the golf course, trying to stay fit or listening to audio books.



Chartered Financial Consultant®


Bachelor of Science, Math - University of Arizona

Visit one of our Locations

Phoenix II - Chandler

3100 West Ray Road

Suite 334

Chandler, AZ 85226

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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