Who I Am
I am an experienced Investment Advisor Representative specializing in helping public safety professionals, oral surgeons, dentists, and small business owners navigate retirement planning and wealth management. As a combat veteran and retired police officer with more than 20 years of public service, I understand the importance of preparation, discipline, and long-term planning. I am passionate about helping clients gain confidence in their financial future and retire with purpose and peace of mind.
Specialization
- First Responders
- Medical Professionals
- Small Business Owners
- 401(k) Retirement Plans
Hobbies
Outside of work, I enjoy fishing, traveling, and spending time with family and friends.
My Commitment
As a veteran and retired police officer, I bring the same values of service, integrity, and commitment that guided my military and law enforcement career to every client relationship. My mission is to help protect and strengthen my clients’ financial futures through thoughtful planning, personalized strategies, and trusted guidance.
By combining a service-first mindset with comprehensive financial planning, I strive to help individuals, families, and business owners achieve financial security, build lasting wealth, and pursue their goals with confidence.
Favorite Books, Mottos, Quotes
“Courage is not the absence of fear, but the awareness that there is something more important,” Stephen R. Covey
Other Info
“I was driven to help others achieve financial security, just as I once protected their safety and freedom.”
State: Arizona (AZ)
Date Joined: 7/11/2023
