Covering the following branches:
Nogales
San Luis
Yuma - Fortuna
Yuma - Main
Yuma - Midtown
And all Centralized Accounts
“Crafting your own financial strategy and seeking out wealth management advice can be overwhelming and confusing. My goal is to be your personal wealth advisor - who understands you, your needs and what you’re trying to achieve.”
Biography
Creating a plan for the future has always been a driving force in my life, inspiring me to build a career focused on helping others pursue their goals with clarity and confidence. I understand that navigating financial decisions can feel overwhelming, which is why my approach centers on making the process clear, personal, and approachable. Using a structured, goals-based planning process, I work closely with clients to create customized strategies that reflect their aspirations, needs, and circumstances. With deep roots in Arizona and early experience helping students understand the complexities of financial aid, I’ve developed a passion for empowering people through education and thoughtful financial guidance.
Supporting charitable organizations that help individuals overcome challenges and build brighter futures is important to me. At my core, I love helping people transform their goals into actionable plans, and joining OneAZ Wealth Management allows me to expand that impact. I look forward to partnering with you to help build the future you envision.
Beyond my work as a financial advisor, I am committed to community, family, and living life with curiosity and intention. I enjoy traveling, exploring theme parks around the world —especially Disney destinations—and spending time with my Corgi, Luna.
Background
I graduated from Northern Arizona University and am licensed in Arizona for Life, Accident & Health, Variable Life and Variable Annuity Insurance. I am also registered with FINRA and hold Series 7, 63, and 65 registrations through LPL Financial.
AAMS conferred by College for Financial Planning