Listening: the first and most important step I take in working with you. My goal is to get a deep understanding of what is most important to you and what keeps you up at night. From there, we will partner together to create personalized goals and strategies so that you can feel confident, well educated and secure when it comes to you and your family's financial future. It doesn’t end there; life is a path of continual change, adjustments and sometimes unforeseen roadblocks. That is why it is so important to me to form life-long relationships with my clients, and to continually keep you up to date on our progress and make changes to our goals and strategies as your life changes.

As a born and raised Flagstaff local, it is important to me to give back to this great community and do my part to help everyone thrive. I work in partnership with many local organizations, including the United Way of Northern Arizona, The Flagstaff Chamber of Commerce, Flagstaff Family Food Center and Flagstaff Business Connections, to name a few. I am an alumnus of Northern Arizona University, where I received bachelor's degrees in both accounting and finance. I continue to work with NAU to provide career opportunities to students and alumni.

In my free time, I enjoy spending time with my family, close friends and the outdoors. Every year, I look forward to time skiing at Snowbowl. I also enjoy biking, tennis, archery and hiking when the weather is nice out. I am also a bit of a nerd and spend a good bit of my free time playing video games with friends.

Focus areas

  • Business Retirement Plans
  • Employee Stock Options
  • Socially Conscious Investing
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Social Responsibility
  • Archery
  • Cooking
  • Skiing
  • Real Estate

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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