08/15/2023
| Wealth Strategies | Retirement | Portfolio Building | Insurance & Education Funding | New Investors |
My team is here for you. Your goals, aspirations, enjoying life, and reaping the benefits of sound investment decisions are very important to me. Being a new father has given me greater perspective on the importance of sound investment habits and being prepared. Life has many mountains to climb, and my goal is to help you navigate those tough financial decisions. We will partner together throughout your life to stay on track to reach your goals.
I am a third-generation financial advisor. I grew up in Mesa and Gilbert, Arizona and I'm proud to have the opportunity to help individuals and families meet their financial goals. I graduated with a Bachelor of Science in Business with Financial Planning as my undergraduate. I also obtained my AAMS™ (Accredited Asset Management Specialist) Designation through the College for Financial Planning.
I enjoy everything outdoors from mountaineering and climbing to fishing and golfing. My wife, Brynn, and I recently had our first child in December of 2022. Her name is Breckyn and she's already a huge blessing to our family.
Connect with me to tackle your financial mountains.