Covering the following branches:
Safford
Oro Valley
Tucson - Alvernon
Tucson - Oracle
Biography
As a seasoned financial professional, I am passionate about helping individuals and families pursue their long-term financial goals. My approach begins with listening and taking the time to truly understand your unique situation. By getting to know you, I can then create a customized financial plan designed to address your specific goals at every stage of life. I earned my Bachelor’s Degree in Business Administration from the University of Phoenix in 2001. I began my career as a Financial Advisor with Edward Jones in 2006 and later joined OneAZ Wealth Management in 2012. I look forward to working with you to help you work toward your financial goals.
Background
I am registered with FINRA through LPL Financial with Series 7, 63 and 66 securities registrations. I also hold my Arizona Life, Accident & Health, Variable Life and Variable Annuity Insurance licenses. In addition to my experience, my Accredited Investment Fiduciary (AIF®) designation demonstrates my commitment to providing you with the highest standard of care and expertise.
AIF conferred by the Center for Fiduciary Studies