I strive to build deep relationships with my clients to empower and inspire them to live a life of joy and security. I find great satisfaction in guiding and directing my clients, as I maintain a standard of uncompromised principles of trust that my clients can depend on.

This is done with the assistance of my branch office administrators, Linda and Rashelle, who team with me to provide our clients with personalized and prompt attention for an exceptional client experience. Linda and I have 34 years of combined experience and have worked together since 2009. Our practice has grown so much that we recently expanded our team. Rashelle joined us at the beginning of 2022. We use an established process to build personalized strategies to help you reach your goals.

In 2003, at the University of Arizona's Business College, I discovered my passion and interest in studying the markets. In 2016, I earned the CFP® certification through additional training and education. I focus on working with higher net worth clients who value professional advice and guidance.

My wife, Cindy, and I have four children: three daughters and one son. I enjoy being with my family, spending time outdoors, doing yard work, playing chess and golfing. As a loyal baseball fan, I enjoy following the Arizona Diamondbacks.

My branch team and I are focused on you and your needs. We serve individuals, families and business owners locally and virtually across the U.S. It all starts with working together to understand your goals so I can develop financial strategies personalized to you. We will partner together throughout your life to help keep you on track.

Focus areas

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

My Personal Interests

  • Golfing
  • Reading
  • Baseball
  • Chess
  • Hiking

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 - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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