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Here to act in your best interests

About me

I began my career in finance after serving in the US Army for 8 years and graduating Cum Laude from Sam Houston State University in Texas. I’ve lived in many countries around the world and now reside in Phoenix, Arizona with my wife and two children, Ireland and Manning.


Chartered Retirement Planning Counselor™


Bachelor of Arts, Political Science - Sam Houston State University

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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