Focusing on each investor’s specific needs, I develop strategies that help clients reach their financial goals. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community.  

Before joining Wells Fargo Advisors in 2006, I was First Vice President at Smith Barney for 13 years. I hold a bachelor’s degree in economics from Santa Clara University and a master’s degree in agricultural economics from Texas A&M University. Prior to making a career change to financial services, I worked as a Loan Officer at North Coast Farm Credit in Santa Rosa, California. We lent to California farmers and businesses, serving dairy farmers, wine grape growers, and wineries.  

I am a second-generation financial advisor, having worked alongside my father since 1993. I’ve been managing wealth for select individuals and families in the Phoenix area and around the country, and I appreciate the opportunity to continue my family’s legacy of helping others reach their investment objectives.