CRPC™Request an appointment
Here to act in your best interests
I became a financial planner because I have a passion for educating and a desire to help people improve their lives. I understand that financial health is the foundation on which the rest of our lives can be built. Creating a plan to increase wealth can seem tedious or out of reach to many, but there are strategies to help accomplish financial goals and I am here to help my clients uncover their own potential. In my free time, I enjoy fitness and nutrition, playing video games, educating myself, spending time with my dogs and being in the ocean.
Chartered Retirement Planning Counselor™
Bachelor of Business Administration, University of Hawaii
Visit one of our Locations
Phoenix - Emerging Investors
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.