Born and raised in the vibrant desert city of Phoenix, Arizona, I was fortunate to be raised by professional educators who instilled in me the values of hard work, determination, and a love for helping people. At an early age I developed a passion for both sports and music. If not at school, you’d probably find me on the baseball diamond, the soccer field or practicing the trumpet.
My journey into the world of responsibility and earning began when my parents made it clear that, if I wanted something, I would have to work for it. So, with humble beginnings, I started mowing lawns and washing cars around the neighborhood. These early ventures taught me the value of hard work, self-reliance, and the satisfaction of earning my own keep.
During my high school years at Greenway High School in Phoenix, I was fortunate enough to be able to pursue my passions for sports and music. I played varsity baseball, was in the school band all 4 years and was honored to be
named an All-State trumpet player.
After graduating, | went on to Arizona State University, where | earned a Bachelor of Science degree in Finance. My
time at ASU was enriched by my involvement in the esteemed Sun Devil Marching Band, where I proudly served as the
trumpet section leader.
My foray into the world of financial services began at the end of my junior year final exams at ASU. To secure a summer job, I started cold-calling local investment brokerage firms which led to me obtaining a position with Fox & Company Investments. It is here where I embarked on my journey in the financial services industry.
I have always been driven by a desire for independence and a commitment to serving others, which is why I chose the path of an independent financial advisor. Over the past three decades, I have dedicated myself to guiding individuals who are within ten years of retirement, business owners preparing for sale, and those people aspiring for a "work optional" lifestyle. My mission is to address their concerns, answer their questions, develop a strategy, and ultimately paint a clear picture of what their retirement could look like.
Beyond my professional pursuits, my passions and hobbies reflect a life filled with love, adventure, and music. Whether spending quality time with my wife, Andrea, and our two corgis, Harry and Lloyd, travelling to our beach condo in Mexico, cheering for the ASU football team, or, playing trumpet in the local cover band, "Shallow Water," I find fulfillment in every moment outside of the office.