What most excites you about your work?

Everyday I have the opportunity to help people, solve puzzles, and learn something new.



Why did you choose TFO Family Office Partners?

I wanted to be part of a team that I knew had a great combination of skills, integrity, and shared vision to build an exceptional multi-family office.


What are some of your life's biggest influences?

I have been lucky enough to work with the same group of people at TFO for many years, and together, we have grown and influenced each other in countless ways.


Arizona State University
B.S. Accounting
B.S. Management
Master of Taxation

Hobbies and Interests

  • Spending time with my family
  • Working on my hobby farm
  • Spending time outdoors

Industry Designations and Certifications

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

(CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”)

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