MY BACKGROUND AND WHAT BROUGHT ME HERE…
I began working in the financial services industry in 2006. I gradually increased my knowledge of the financial world through work experience, self-education, and obtaining several licenses. My work experience includes being a Broker, a Loan Officer, an Investment Advisor Representative, and a Tax Preparer. I have always enjoyed researching investments and using that knowledge to help others.
OUTSIDE THE OFFICE…
I love the mountains and the amount of desert wildlife we get to experience here in Arizona. I try to spend as much time outdoors as possible. I always like to explore local areas, but I also enjoy travelling and seeing new places. My favorite outdoor activity is playing disc golf with my friends at the local courses. Whenever I travel, I usually take my discs with me, so I don’t miss any opportunities to try out a new course.
A FEW UNIQUE FACTS ABOUT ME…
I’m a huge fan of performing arts and have been known to do stand-up comedy. I am continually working on expanding and enhancing a table-top board game I created.
PROFESSIONAL FACTS…
Financial Industry Regulatory Authority (FINRA) Series 63, 65, and 7 licenses held through LPL Financial
Arizona Insurance Producers License