My true passion is helping individuals and families navigate the financial and personal challenges that comes with life’s complexities. Through meaningful conversations and tailored retirement planning solutions I help clients uncover their true aspirations while bringing clarity towards their retirement’s trajectory. What begins as a challenge becomes a journey towards a meaningful retirement.
Credentials, Experience & Education
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional®
- Bachelor of Science - Northern Arizona University
- Pursuing Masters in Financial Planning
- 10+ years of experience
Role within Aspire Wealth Partners
- LPL Financial Advisor
- Business development
- Service and relationship management
- Asset Management
Personal Interests
- Married to Cynthia with their son William
- Traveling through Mexico and the Caribbean
- Golfing
- Scuba Diving
- Cooking
- Grilling
- Gardening