Building relationships with clients is the upmost importance to me. I believe that clients deserve to have a relationship with a financial advisor that is approachable and takes the time to understand their individual needs. I strive to foster a climate of openness and trust with clients so that I can do what matters most: help clients pursue their vision of financial success.
Credentials, Experience & Education
- CERTIFIED FINANCIAL PLANNER™ Professional
- 2020/ 2019/ 2018 Financial Times Top 400 Advisor
- Master's in Organizational Management - University of Phoenix
- Bachelor's in Business Administration - University of Phoenix
- 30+ years of experience
Professional Affiliations
- Financial Planning Association of Southern Arizona, Member
- Southern Arizona Estate Planning Council, Member
Role within Aspire Wealth Partners
- Founding Partner
- LPL Registered Principal
- LPL Financial Advisor
- Business Development
- Service Relationship Management
Personal Interests
- Tucson native
- One grown son (Evan)
- Animal lover
- Broadway in Tucson performances
- Traveling
- Reading
- Trying New Restaurants