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Here to act in your best interests
Being a financial planner is more than a job to me – it’s my calling. I have a passion for continuous learning about personal finance and it’s deeply rewarding to help people live a less stressed and more financially balanced life. Away from the office, I enjoy singing, dancing and acting in local theater productions and vacationing with my family by visiting the many beautiful regions of our country.
Chartered Retirement Planning Counselor™
Bachelor of Musical Arts, University of Michigan
Master of Business Administration, Wayne State University
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
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 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.