Contact detailsPhone: 480.510.6791
Branch Office: Surprize, AZ
I began my career in financial services in 2006 after a successful career in the aviation industry. What led me to become a financial advisor was witnessing my parents lose a hard earned pension after a major US airline filed for bankruptcy in response to the September 11th 2001 terrorist attacks. Suddenly they found themselves financially devastated and totally unable to survive solely on social security.
The more I began asking questions it became clear that a great many people were just like them. A majority of fellow retirees had also been unprepared to face this financial challenge. They had not learned about investing and more importantly they didn’t know how or why they should invest. I decided to do something and began my journey to help others make better decisions.
Long term investment success is more dependent upon the investor’s behavior than the investment. And the quality of the advice you get, or don’t get will ultimately impact that behavior. As an advocate, coach and counselor for my clients I help them to set goals, track the progress and make appropriate changes along the way.
Following this philosophy I work to help them create the best opportunity for a happy and successful retirement. One in which they can maintain their independence, dignity and lifestyle.
Born and raised in Colorado I currently reside in Gold Canyon Arizona. My wife and I are the proud parents of twin daughters. In my spare time we enjoy traveling, music and enjoying the outdoors.
I look forward to being of service to your family.