Covering the following branches:
Prescott Valley
Chino Valley
Prescott - Gurley St.
Prescott - Gail Gardner Way
Cottonwood
Biography
For nearly two decades, my focus has been on helping individuals and families pursue their long-term financial goals. I began my career as a financial advisor with Nationwide Insurance in 2007 and joined OneAZ Wealth Management in 2010. In 2011, I completed extensive training to earn the highly respected Chartered Retirement Planning Counselor (CRPC®) designation conferred by College for Financial Planning. Originally from northern Vermont, I graduated from Lyndon State College with a Bachelor’s Degree in Business Administration.
I begin every meeting by listening and taking the time to get to know my clients—you, your family, and your unique needs and desires. My specialty is creating customized financial plans designed to address your individual goals at every stage of life.
Background
I am registered with FINRA through LPL Financial with my Series 7 and 66 securities registrations. I also hold my Arizona Life, Variable Life and Variable Annuity Insurance licenses.
CRPC conferred by College for Financial Planning