Here to act in your best interests

About me

I have been a financial planner in the Albuquerque/Santa Fe area for 15 years now. I enjoy partnering with my clients in creating a financial plan to help them succeed in their financial lives. My son and I enjoy sports, off-roading and spending as much time outdoors as possible.


Bachelor of Science, Business Administration - Touro College

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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