After more than 30 years of helping clients, I retired in March 2024. My relationships with my clients has always been of the utmost importance to me and that has not changed. I have taken on a new role within the Aspire Team as a Wealth Consultant to the business and I look forward to making the transition as easy and seamless as possible.
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