picture of a planner

Here to act in your best interests

About me

I developed an interest in finance in the 1990s after confronting the challenge of selecting my own 401(k) investment choices. I joined the industry after deciding I wanted to help others in similar situations. In my spare time, I enjoy music, spicy food and perfecting my pizza-making skills.


Chartered Retirement Planning Counselor™


Bachelor of Science, Mathematics - Purdue University – West Lafayette

Visit one of our Locations

Phoenix - Emerging Investors

4742 N. 24th Street

Suite 270

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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