As an Arizona native, I have watched the state grow from the wild west to the booming popular place it is today. Remembering what things used to be like, whether good or bad, learning from that to make the path ahead more promising has been a goal for me and my family to live by.
My wife and I have been married for 27 years and have 3 adult children and a grandson. We operate as a team and know how to work with each other’s strengths to enjoy family life and our passions for the outdoors.
My love of the outdoors isn’t just experienced in Arizona. I enjoy time throughout other Southwest states and in Baja, Mexico actively, mountain biking, hiking/backpacking and riding motorcycles.
Similar to the state growing, I believe the Investment Management industry continues to evolve but the key areas of customer service, clear communication and planning will forever remain at the top of the list. I am so proud of our team here and our client first focus. Having the flexibility to bring in as many team members as needed for each client to surround them with the appropriate support needed to make each client’s experience tailored yet consistent.
Bringing 25+ years of industry experience, from fixed income trading to private banking, estate planning to wealth management, I am passionate about building a team for you, your family, or your business to achieve your personal and financial goals.
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