Covering the following branches:
Phoenix - Corporate Office
Flagstaff - U.S. Highway 89
Flagstaff - Sawmill Rd.
Sedona - Road Runner
Biography
As your financial advisor, my priority is to guide you through the ups and downs of the financial markets with knowledge and experience, ensuring you feel confident in your financial journey. I have over 20 years of experience as a Financial Advisor, serving clients across Arizona since 2001. I have been honored to be recognized for my commitment to delivering guidance and results, earning 3 memberships in the prestigious LPL Financial Chairman’s Club (2008, 2012, 2014) and the LPL Patriot’s Club (2002-2007, 2009, 2011, 2013, 2015, 2016, 2018). These distinctions reflect my dedication to helping clients seek to achieve their financial goals.
I specialize in retirement planning for credit union members at all life stages and assist business owners succession planning. I’m committed to staying ahead in a constantly changing financial world through ongoing education. I take the time to get to know you personally, understanding your unique needs and aspirations, so we can work closely together to create a plan tailored to your financial goals.
Background
I hold a Bachelor’s Degree in Finance from Arizona State University and am licensed in Arizona for Life, Accident & Health, Variable Life and Variable Annuity Insurance. I am registered with FINRA and hold Series 6, 7, 63 and 65 securities registrations through LPL Financial. I am also proud to be an Accredited Investment Fiduciary (AIF®) and Certiifed Plan Fiduciary Advisor (CPFA®), designations that reflect my commitment to acting in your best interest and providing expert fiduciary guidance. My qualifications and experience allow me to provide you with the professional guidance you need to navigate your financial future confidently.
CA Insurance License # 0B95874 | LPL Financial Insurance License #0518721| LPLIA License #0B91442
AIF conferred by the Center for Fiduciary Studies