CA License #0F79637
MY PROFESSIONAL APPROACH
As a financial advisor, I strive to build long-term relationships based on mutual trust, respect, and integrity by putting my clients first.
My client-first commitment to you begins with providing personalized wealth management planning focusing on your specific needs and risk tolerance. I will work side-by-side with you to evaluate your current financial picture, along with your goals and dreams.
I joined Benjamin F. Edwards & Co. in 2017 because I was drawn by their client-centered approach to financial services, and to help facilitate the opening of our Chandler office. I began my financial services career in 2004 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. At that time I also obtained the Accredited Asset Management Specialist (AAMS) designation to deepen my knowledge in the areas of retirement, estate, investment and insurance planning.
In 2005, I started working closely with Theresa Clemmons, Branch Manager and Senior Vice President – Investments, to provide personalized wealth management planning for individuals and families. Prior to my career in the financial services industry, I spent over 20 years with the Marie Callender’s Restaurant Group and was an Area Supervisor.
My wife, Rachael, and I live in Gilbert, have three children—Dallas, Garret and Riley—and love spending time running between high school baseball and theatre productions. In addition, I enjoy playing golf, fly fishing and traveling. I grew up in Tucson, Arizona, and remain an avid Wildcat fan. I am also a very active member of the Chandler Horizon Rotary Club.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
My Community Activities
- Rotary Club, Member