It started small with a savings account, and before I knew it, I was graduating from Northern Arizona University with a degree in finance and an aspiration to help people save, invest and reach their greatest financial goals. Today, I am a financial advisor, passionately dedicated to making a positive impact in people's lives by partnering together to create strategies to reach their greatest fina
ncial goals. I use my established process to get to know you, understand your goals and recommend a tailored solution to help meet your needs through goals-based advice. I love working with individuals, families and business owners who have strong ambition to reach their goals. I also offer financial planning services for individuals and families with comprehensive planning needs. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial plan can help you make more informed and confident decisions. On top of being a financial advisor, I live in Gilbert, AZ, with my wife, Stephanie, and our son, August. We love spending time with our family and friends, as well as spending time in some of our favorite spots in northern Arizona. We also love music and try to see our favorite artists in concert when they come to town. We love living in the East Valley and cannot wait to see how our lives evolve here! If you are interested in discussing strategies to help reach your financial goals, I would love to earn the opportunity to serve you in this way! Please do not hesitate to give us a call, and I would love to talk more about how we can partner together.