MY BACKGROUND AND WHAT BROUGHT ME HERE…
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 and analysis first led me into engineering before diving into a career as an advisor. One of the primary reasons that I enjoy being an advisor is the relationship that we form with our clients. There is no greater professional achievement than knowing that I have helped my clients realize their financial goals.
OUTSIDE THE OFFICE…
I enjoy just about anything that gets my blood pumping a little faster. I have always enjoyed hiking, love to ski, and recently started mountain biking the gnarly desert landscape around Tucson. I also try to include my two, nearly adult, kids whenever possible to nurture a sense of adventure in them as well.
A FEW UNIQUE FACTS ABOUT ME…
One of my bucket list items is skiing a mountain in Alaska after being dropped off by a helicopter.
I love music of all types and I recently began learning how to read music and play guitar.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Financial Industry Regulatory Authority (FINRA) Series 7, 66 licenses1
B.S. Electrical Engineering
M.S. Electrical Engineering
M.B.A Business Administration and Finance
Member, Financial Planning Association® (FPA®)
Arizona Insurance License
I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations.
Retirement, investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success.
My approach may help you invest to reach your goals, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children, grandchildren, or organizations that you care deeply about.
Attainment of the CFP® designation demonstrates understanding of the CFP Board’s high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care when providing financial planning services.
1 Series 7 is held with LPL Financial and the Series 66 is held with LPL Financial and Treiberg Wealth Management.