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Here to act in your best interests
As a financial planner for over 25 years, my specialty is providing personalized strategies to my clients and their families with the goal of helping them achieve long-term financial success. In my spare time, I’m all about being outdoors with my family, whether it’s skiing, mountain biking or Travel to exciting places.
CERTIFIED FINANCIAL PLANNER™
Master of Business Administration, Thunderbird School of Global Management
Bachelor degree, University of Colorado
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.