I grew up in Phoenix and graduated from Northern Arizona University with a Bachelor of Science in Business Administration degree in Finance. I primarily consult with individuals from Phoenix, Chandler, Gilbert, and Anthem, and travel to far northern and far southern Arizona. I help to create well-rounded retirement strategies for clients that include both asset accumulation and distribution plans. I work with my clients to maximize their employer-sponsored benefits, and develop efficient estate transfer strategies to protect their wealth.
Focusing holistically on how each individual component of a family's plan will work together towards their goals, I customize each strategy based on the specific needs and goals of my clients.