CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
I began working as a financial advisor in 1997 at a Fortune 500 Company for several years, I soon realized the only way I could be an objective, trusted advisor without the typical conflicts of interest was to become independent.
Senior Financial Advisor, Accredited Investment Fiduciary®
I started in the business over 20 years ago. I grew up with an Ibbotson chart taped to my wall and was fascinated by the power of compound interest. I earned my degree in Economics, started working in the industry, and the rest is history.
CERTIFIED FINANCIAL PLANNER™
From the time my dad and I purchased our first stock when I was a teenager, I’ve been interested in markets, analysis, and finance. That interest in numbers first led me into engineering before diving into a career as an advisor.
My passion for finance was quite the road to discovery considering my background - having worked in the electrical engineering and aerospace design industries, I made the leap to finance in 2017 and haven’t looked back since!
Client Service Associate
I began working in the financial services industry in 2006, gradually increasing my knowledge of the financial world through work experience, self-education, and obtaining several licenses.
I started in this business in 1974 beginning my career as a bank teller and working my up to the Branch Manager of a large branch. I spent 20 years in banking, moved to Arizona in 2008 and have been with Treiberg Wealth Management since.