After spending 24-plus years as an accounting professor with DeVry University/Keller Graduate School of Management and preparing students to become CPAs, I felt it was time to invest my energy in assisting individuals and small businesses on how to implement strategies to meet their financial goals and protect and grow their assets.

I also worked in the corporate world with AT&T for 12 years and was an internal auditor with Honeywell and Sperry Corporation for five years. My career included working with a CPA firm and small businesses doing their tax and accounting work. I hold a Masters in Business Administration from Keller Graduate School of Management and have served on many boards of directors, including the Arizona Society of CPAs and the Arizona Business Education Association.

As an entrepreneur or small business owner you know the importance of developing a strategy to see your vision. That is why as a financial advisor with Edward Jones, I work with clients to understand their specialized financial needs to help protect them and provide financial options. Working closely with you and your CPA, attorney and other professionals, the goal is to determine your most appropriate financial strategy to meet your goals and what is important to you.

Securities Registration and Licensures: Series 7- General Securities Representative; Series 66 - Uniform Combined Law Exam; AZ Insurance License.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Art & Theater
  • Traveling
  • Spending Time with Family
  • Sports Enthusiast
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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