The fact that we are focused on one objective: Helping our clients. It’s gratifying and motivating to know that I am supporting our clients on a daily basis.
We work together as a team and everyone strives to make each other better on a daily basis. It’s a fun environment where I am challenged each day and have developed strong friendships with many of my colleagues.
My parents have shaped who I am today and they have instilled values in me that I will pass along to my children. Having a strong family foundation is extremely important and I’m grateful that I have such caring, loving parents.
Arizona State University
B.S. Finance
B.S. Marketing
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.