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As an independent investment advisor operating on a fee-only basis, I uphold a fiduciary duty to act in my client's best interests. With a career in the financial industry spanning since 2005, I have extensive experience including:

  • Chartered Financial Consultant from 2007 to 2022

  • Chartered Life Underwriter from 2007 to 2022

  • Certified Financial Planner from 2008 to 2022

  • Manager of Arizona Federal Credit Union’s Life, Disability, and Long Term Care Insurance                    Department 2007-2013

  • Manager of Arizona Federal Credit Union’s Financial Advisors 2009-2013

  • Board Member of the Greater Phoenix Society of Financial Service Professionals 2014 and 2015

  • First Credit Union Supervisory Committee from 2016 to 2020 (Chair from 2018 to 2020)

 

I am selectively accepting new clients and welcome conversations with qualified individuals who seek a thorough understanding of my investment philosophy. Ideal clients should possess a long-term investment horizon, demonstrate a willingness to tolerate volatility within the funds I manage, and have investable funds ranging from $1,000,000 to $5,000,000. Separate accounts are diligently managed, subject to an annual fee of 1.5%.

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Our Agreement PDF

CONTACT

2700 South Woodlands Village Boulevard 300-195, Flagstaff, AZ, USA

ADV Disclosures

Financial advisor, Wealth management services, Personal wealth management, Private wealth manager, Wealth manager, RIA investment, Fee-only financial planners, Retirement planning, Investment advisory firm, Financial advisory firms,  Financial planner, Wealth management group, Estate planning, asset management, financial wealth manager, investment management, flagstaff, arizona, az

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