
A Purpose-Driven Background
After retiring from the U.S. Navy following 20 years of service as a Chief Petty Officer, I knew my next chapter had to be just as purposeful. Throughout my military career, I found that one of the most rewarding parts of the job was helping my Sailors understand their pay, benefits, and investment options. That passion for mentorship—and a deep respect for how financial decisions shape lives—led me to become a financial advisor.

A Life of Balance and Family
Outside of work, I stay active with CrossFit and enjoy hiking the beautiful trails here in New Mexico. More than anything, I value quality time with my wife, Jona, and our two kids, Analeigh (10) and Dylan (6). Whether it’s exploring new spots as a family, attending local events, or just spending time outdoors together, we’re always looking for ways to enjoy life as a team. That same sense of balance and purpose is what I aim to bring to every client relationship.
Practical, Personalized, and Results-Driven
Most people don’t have the time to wade through financial jargon and endless options. That’s why I focus on making financial guidance clear, actionable, and personalized to your life. My background as a Navy Chief taught me how to lead with clarity, get things done efficiently, and break big goals into manageable steps. I bring that same mindset to financial planning, helping clients build real momentum by focusing on what they can do today. Whether you're a young professional trying to build a strong foundation or a small business owner juggling competing priorities, I’ll help you create a plan that’s realistic, results-driven, and easy to stick with.
Let’s Start the Conversation
If you’re ready to get a handle on your finances—or even if you just want to explore your options—I’d be honored to have that conversation with you. My office is located just south of downtown Albuquerque, and I regularly meet with clients in person throughout the metro area, including Rio Rancho, Los Lunas, and the East Mountains. I also work with clients virtually from coast to coast, with licenses in CA, WA, TX, NC, NJ, and PA.