I love to help people. Being able to help families simplify their lives and sleep better at night motivates me to show up every day with a smile on my face.
I started working with this group while I was still in college. I was immediately drawn to the integrity of our leadership, the deep expertise across all areas of financial planning and the overall desire to help families achieve their goals. Over the years, these feelings have only been reinforced. I cannot imagine myself doing anything else.
My grandfather. He was such an amazing man, full of adventure and curiosity. He graduated from Arizona State University at the age of 67, proof that you are never too old to fulfill a dream. He loved to explore and learn new things. He taught me the importance of exercising your brain and constantly exposing yourself to new ideas. This is why we chose to name our first son after him.
Arizona State University
Master of Taxation
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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