Our Work
I'm here to serve you. I believe it is essential to understand your goals and what you're working toward before offering any investment advice. By doing so, we can work together to achieve your definition of financial success. My greatest joy happens when I help you realize that success, whether it's a comfortable retirement, paying for your children's education, taking a bucket-list vacation or leaving a legacy gift.

Our Clients
Our office partners with a select group of individuals, families and business owners. I enjoy the challenge of solving complex financial situations and developing comprehensive wealth strategies. Equally, I enjoy getting to know each client personally. Appreciating what drives your goals helps me better create solutions to help achieve those outcomes. With that, I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of your financial goals.

Our Office
After graduating from NMSU with a finance degree, I joined Edward Jones in 2005. I also earned my MBA and my CFP® designation from the Certified Financial Planner Board of Standards Inc. Working alongside me are two outstanding senior branch office administrators, Katherine Hadrian and Cathy Steele. Our focus, combined with a dedication to providing exceptional customer service, is the foundation of our long-lasting client relationships.

Our Commitment
I value the trust my clients place in me and I strive to exceed their expectations. As a continuous learner, I remain current in the many facets that may help realize your financial goals. More importantly, I stay up to date on what is happening in your life so that together, we can ensure your strategy remains aligned to your goals.

About Me
Born and raised in Los Alamos, NM, I serve as an active member of the Las Cruces Rotary Club (president, 2016), NMSU Foundation Board and the New Mexico Amigos. One of my highest honors was serving on the NMSU Board of Regents.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Reading
  • Skiing
  • Technology
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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