First, full disclosure.

If you're expecting a financial advisor who sits behind a desk in a perfect suit and tie talking financial jargon all day – that's not me. That's not to say that I don't own suits and ties, but that I take a very different approach to helping people.

My first question is never: "How much money do you have?"
It’s more like: "What matters most to you, and why?"

Knowing what's most important to you is the first step in determining your goals. The next step is setting a personalized financial strategy that helps get you there. Here are six more ways working with me is different.

- You're More Than a Last Name on a Folder
My clients aren't random names on color-coded file folders. They're real people with real hopes and dreams.

- You Get a Strategy Designed Just for You
You're not going to get a cookie-cutter financial strategy that gets handed to everyone that falls into a certain category. There are no categories. You get a personalized strategy tailored to help meet your exact needs and goals.

- You Choose Your Level of Involvement
Some clients love the hands-on approach to their finances. Others want as little to do with them as possible. You choose the level of involvement you want; I do the rest.

- You Can Check In at Any Time
In addition to regular reports, you can check in on your investments, goal progress and other financial info whenever you want through our secure online client portals.

- Not Just an Advisor – A Friend
My branch office administrator, Kyleen, and I connect with our clients on a personal level. This enables us to become your professional partners – and your friends.

- Always Here to Help
Helping people is in my DNA. I transitioned into financial advising after working as a firefighter for 25 years. I still get to help people. I just don't enter burning buildings to do it.

Ready to get started? Schedule a consultation today.

Email: [email protected]
Call: 520-579-6691

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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