Who I Am
I hold a Bachelor of Science degree in Accounting and an MBA with an emphasis in accounting, and I bring over 15 years of experience as a financial professional and tax preparer. I’ve had the privilege of serving on numerous advisory boards and boards of directors for nonprofit organizations, where I’ve contributed strategic insight and financial expertise. I am licensed with Series 6, 63, 65, and 22 securities registrations, as well as life and health insurance licenses, allowing me to offer comprehensive financial guidance. My background combines technical proficiency with a strong commitment to serving both clients and my community.
Specialization
Medical Professionals and Small Business Owners
Hobbies
- I love to hike and hiked the Grand Canyon and several other mountains in AZ
- Aviation Enthusiast and Student Pilot
- Competitive Shooter
My Commitment
My mission is to build a strong, long-term relationships based on trust, transparency, and consistent communication. I’m committed to acting in your best interest at all times—offering objective guidance, strategic advice, and reliable service to help you reach your goals.
Whether you’re planning for the future or managing today’s financial decisions, you can count on me to be thoughtful, responsive, and fully invested in your success. Your priorities are my focus, and I’m here to support you every step of the way.
Favorite Books, Mottos, Quotes
Do the right thing, even when no one is watching.
(for dreaming big) I don’t know how. But what if I can.
Date Joined: 11/8/2024
Other Info
I chose to become a financial professional because I love empowering others with the knowledge and tools they need to make informed financial choices. I love serving others, and there’s nothing more rewarding than helping people gain confidence in their financial decisions and watching them succeed in reaching their goals.
