picture of a planner

Here to act in your best interests

About me

I became a financial planner because I have a passion for educating and a desire to help people improve their lives. I understand that financial health is the foundation on which the rest of our lives can be built. Creating a plan to increase wealth can seem tedious or out of reach to many, but there are strategies to help accomplish financial goals and I am here to help my clients uncover their own potential. In my free time, I enjoy fitness and nutrition, playing video games, educating myself, spending time with my dogs and being in the ocean.


Chartered Retirement Planning Counselor™



Bachelor of Business Administration, Finance - University of Hawaii

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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