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About me

I have been a financial planner in the Albuquerque/Santa Fe area for 15 years now. I enjoy partnering with my clients in creating a financial plan to help them succeed in their financial lives. My son and I enjoy sports, off-roading and spending as much time outdoors as possible.


Bachelor of Science, Touro College

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6565 Americas Parkway NE
Suite 850
Albuquerque, NM 87110

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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.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning