picture of a planner

Here to act in your best interests

About me

As a financial planner, I can truly focus on helping my clients navigate the ups and downs of their unique situation and help them develop a viable plan to reach their financial goals. Beyond work, I’m all about hitting the mountain bike trails and listening to podcasts that open my mind to new things. For fun, I hiked 21 miles of the Grand Canyon in one day.


Chartered Retirement Planning Counselor™

Accredited Asset Management Specialist™


Bachelor of Science, Computer Science - St. John’s University

Master of Education, Educational Technology - North Central University

Visit one of our Locations

Phoenix I - Phoenix

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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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