CFP®, CRPC™Request an appointment
Here to act in your best interests
I am passionate about financial education and its impact on clients’ lives. I decided to pursue a career in financial planning after reading Ric Edelman's Ordinary People, Extraordinary Wealth in my college personal finance class. I'm proud to be part of an organization that emphasizes client-centered financial planning services.
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Bachelor of Science, University of Utah
Visit one of our Locations
Phoenix III - Chandler
3100 West Ray Road
Chandler, AZ 85226
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.