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Here to act in your best interests
I have been a Financial Planner for nearly 15 years. I enjoy building long-term, meaningful relationships with my clients, and it's a great feeling to know that what I do gives me an opportunity to make a difference in their lives.
Bachelor of Business Administration, Texas Tech University
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
Phoenix, AZ 85016
6565 Americas Parkway NE
Albuquerque, NM 87110
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 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 insight as well as our client service associates who can provide you with additional resources and support.