CA License #0G97830
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor when I helped open the Sierra Vista office. I began my financial services career in 2006, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Amy, and four children—Cecelia, Isaac, Lucia and Maximilian. I enjoy playing golf, watching youth sports, and attending D-backs and University of Arizona Wildcats baseball games. In addition, I like to attend musical events—whether it’s family recitals, the local symphony or sponsored events with traveling musicians.
Areas of Concentration
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Executive Services
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2006
My Community Activities
- Lady of the Mountains Parish, Member and Youth Group Volunteer