Focus: Insurance Strategies, Business Owners, Estate Planning, Risk Management Strategies, Business Succession Planning, Financial Education
I am a Financial Services Professional striving to serve the needs of each and every one of my clients. I pride myself on truly understanding my client’s objectives and concerns for the future which allows us to create a custom strategy catered to you. I use a team approach that allows us to look at your financial strategy in a holistic view. Focusing on risk management, wealth accumulation, and legacy strategies, our team is there with you every step of the way. I am focused on building and maintaining relationships with all walks of life and differentiate myself by being a valuable resource and problem solver.
I am originally from San Clemente, CA and grew up playing every sport I could. I decided to pursue my passion for business at Arizona State University graduating from the W. P. Carey school of Business Cum Laude with a degree in Management. Most of my hobbies include things like golfing, surfing, spending time with family, and giving back to my community.
My goal is to give families, individuals, or business owners the power to be in the driver seat of their future and take control of their legacy, and it all starts with a plan.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies
Arizona State University
Affiliations & Memberships
4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251