Contact detailsPhone: 480.510.6791
Branch Office: Surprise, 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.
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 progress and make appropriate changes along the way.
Following this philosophy, I work to help my clients 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 came to Arizona in 2006 and currently live with my wife of 11 years in Mesa. We are the proud parents of amazing and active twin daughters. In our spare time we enjoy traveling, music, food and enjoying the outdoors.
I commit to my clients to:
- Build a customized Financial Roadmap that is a collaboration of information and goals.
- Call on a quarterly basis to update information, discuss accounts and build relationships.
- Provide solutions through goal investing.
- Provide a network of local professionals: Accountants, attorneys, real estate agents, etc.
Advice will always and everywhere driven by your plan, and by the time-tested methods of achieving your goals – Never by an economic or market outlook.
In summary, I have no other agenda but to facilitate your permanent financial success.