Covering the following branches:
Oro Valley - N Oracle Rd
Tucson - Alvernon Way
Tucson - Oracle Rd
Biography
I joined OneAZ Wealth Management in 2023 after working with Bankers Life Securities, where I focused on creating detailed wealth management strategies for clients at all life stages. I take the time to get to know each client personally and develop actionable steps to help them work toward their financial goals.
In 2021, I completed the rigorous curriculum to earn the respected Retirement Income Certified Professional (RICP) designation from the American College of Financial Planning. Before becoming a Financial Advisor, I was a civil litigation attorney with multiple published appellate decisions. I earned my Juris Doctorate from the University of Arizona College of Law in 2000 and hold a Bachelors Degree in History from Portland State University. Outside of work, I enjoy the outdoors and can often be found boating on one of Arizona’s beautiful lakes or coaching competitive youth softball.
Background
I hold my Life, Accident & Health, Variable Life and Variable Annuity Insurance licenses. I am also registered with FINRA through LPL Financial with my Series 7 and 66 securities registrations.
RICP conferred by The American College