
Minimize Taxes. Maximize Retirement Income. Retire with Confidence.
I partner with individuals and families who are seeking to live a life of deep purpose & impact. My goal is to help offer clarity on where you are today and confidence for where you’ll be tomorrow.
Whatever stage of life, I’m here to nurture the roots you’re planting and help you plan for tomorrow and the years that come.
Please feel free to call, email or book a meeting online to begin your journey.

A goal without a plan is just a wish - let's plan!
I can be your guide in areas of:
- Retirement income planning
- Investment management
- Answering the questions "How much insurance do I need?"
- Protecting loved ones against the impact of extended care, death and disability
- Charitable giving
- Tax efficient strategies
- Legacy strategies
My core values:
- Faith
- Family
- Meaningful work
- Service
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Phoenix Office
- Phone:
- 623-233-0255
- Mobile:
- 443-938-2834
Hours
M – F: 9 a.m. – 5 p.m.