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Specialties
With over two decades in the financial industry, I aim to help build, manage, preserve and transition wealth for a select group of individuals, families and business owners.
Through a long-term investment approach, I help clients develop and implement solutions and strategies in an independent and cost-effective manner. I am a graduate with honors in Economics and Finance from Grand Canyon University. Away from the office, I enjoy traveling, golfing and spending time with my family. FINRA Series 7 and 66 registrations held through LPL Financial. -Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
FINRA Series 7 and 66 registrations held through LPL Financial. -Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.