From Coast to Coast and Around the World—Now Helping Others Navigate Their Financial Journey
After growing up on the east coast, 20 years of service in the U.S. Navy, and traveling around the world and across the country, I’ve learned that no matter where life takes you, financial clarity and confidence matter. Now, as a financial advisor, I help servicemembers, young families, and driven individuals create practical, personalized plans so they can thrive—not just someday, but today.
Whether you're making the most of your income, preparing for life’s big milestones, or planning for your business’s finances, I’m here to guide you with trust, respect, and a deep commitment to helping you grow. It all starts with a conversation.
I can help be your guide in areas of:
- Making the most of your active military pay, or pension and benefits
- Creating a game plan to grow your money and hit life’s big milestones
- Answering the question, “How much insurance do I really need?”
- Tax-optimizing your 401(k), IRA, or TSP so you get PLAYchecks instead of paychecks
- Planning ahead so big life moments don’t come with big financial stress
My core values:
Trust – Building lasting relationships through honesty and transparency
Growth – Learning. Evolving. Improving
Respect – Meeting people where they are, without judgment
Happiness – Building a thriving life with the people you love
Gratitude – Valuing what we have and giving back where we can
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Location
Albuquerque Office
- Phone:
- 505-499-4481