Contact detailsPhone: (602) 622-7316
Branch Office: Englewood, CO
I started my financial career 19 years ago as a Certified Public Accountant. My early career involved budgeting and financial planning for a large global company. At the same time, in order to create more customer interaction and experience in my career, I also held a second job preparing tax returns for individuals during the busy tax season.
Over time, as my tax client base grew and customer relationships deepened, my clients began to seek me out for advise on financial planning matters, such as saving for their child’s education, and investing to ensure a happy and productive retirement. Because of the trust that people have placed in me regarding tax and financial matters, I am now well on my way to obtaining certification as a financial planner, and I commit to being there for my clients in meeting all the various financial planning needs
they may have.
I was born and raised in Canton, Illinois, a small town in the heart of the Midwest. I received my Bachelor’s degree in business from Drake University in Des Moines, Iowa, and my Master’s degree in financial management from Arizona State University in Tempe, Arizona. I have been a resident of the Midtown Phoenix neighborhood for the past 7 years, and I look forward to being your personal financial planner!