I began my career in the financial services industry in 2005 with the understanding that integrity and ethical behavior are paramount! I have strived to focus on these attributes in my financial planning practice through open, ethical, and straightforward financial planning and investment advice. I have found the best way to accomplish this is through frequent, face-to-face, meetings, with an open and collaborative forum in which to share ideas, thoughts, goals, & concerns.
I am an extremely rare native of Arizona, and I have seen the valley undergo tremendous change and growth over my lifetime. I am an avid sports fan, and I support all of the Valley’s local teams. When I’m not busy planning my client’s retirements, you’re most likely to find me entertaining family and friends to some excellent BBQ, and a few beverages.
I met my BEAUTIFUL wife Amy on a blind date that was set up by one of my closest friends. Since that point, Amy and I haven’t looked back. She has provided me with 3 amazing children Alex, Emma, & Lily, and they are the light of my life.
AREA OF FOCUS
Working with clients to create a sound, and reasonable distribution strategy, that will strive to support them long into their retirement
Creating risk-appropriate and goal-oriented portfolios
Collaborate with clients, and appropriate professionals to ensure a smooth transition for clients estates and wishes
RISK MANAGEMENT/INSURANCE PLANNING:
analyzing the appropriate amounts and types of insurance protection needed throughout your life