Meet The Team

My team and I are made up of investment professionals that act as trusted advisors and work collaboratively with you to understand exactly what you want your investments and retirement plan to accomplish.


Barron’s has recognized me as one of America's Top 1,200 Financial Advisors for 2015-2022.* I believe this level of honor validates my commitment to building the strongest relationships with my clients. I vest myself fully in their success and provide exceptional service, advice and strategies every step of the way.

As a Private Wealth Financial Advisor and Managing Director-Investments with over 30 years of experience, my mission is to help my clients and their families by providing comprehensive investment advice, liability management, risk control, and efficient wealth transfer strategies to help them reach their financial goals.

My team and I provide a collaborative team approach always putting you first. We provide thoughtful, well-constructed wealth planning strategies with exceptional client service.

Prior to joining Wells Fargo Advisors in 1996, I built my experience at Paine Webber and E.F. Hutton. I have also earned the CERTIFIED FINANCIAL PLANNER^® professional designation which includes demonstrating skill in analyzing and developing personal long-term financial strategies, risk management, and retirement income planning.

I create customized portfolios based on each individual client’s needs and objectives and can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Trust and Fiduciary Services and Insurance as well as various customized and more traditional lending products.

My family and I have resided in Tucson for over 40 years. I am a member of the Southern Arizona Estate Planners Council and a past secretary of the Tucson Society of the Institute of Certified Financial Planners.

 

<sub>Wells Fargo Advisors not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com).  2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com).  2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com).  View award disclosures</sub>
 

CA Insurance License: 0L68275. Resident State: AZ

My focus is to help you simplify your financial life. My team and I provide clarity of your financial picture to help guide you in achieving your goals. Enjoy an exceptional experience with every interaction you have with us!


For over 37 years, I have focused my energy in numerous roles helping high-net-worth families work to achieve their life goals. My team and I accomplish this first by getting to know you on a deep and personal level. Through our conversations, we work to understand how you feel about your money and what you want your money to do for you.

I like to say: “Money is just a tool we use to help you live the lifestyle you choose to live”.

By first taking a holistic view of your entire financial picture, we can then assemble the right team of financial professionals to provide the appropriate advice for your needs. Our goal is to help you live the life you've always dreamed about.

I joined Wells Fargo Advisors in 2008, and managed offices in Tucson and Chandler, AZ as well as Newport Beach, CA. In 2018, I transitioned to my lifelong passion of directly helping families achieve their dreams.

I'm a passionate learner and received my Bachelor’s degree from Michigan State University in East Lansing, MI. I maintain the FINRA General Securities Representative Series 7 and Uniform Securities Agent – State Law 63 registrations and also hold insurance licenses in numerous states for life, accident, variable contracts and long-term care.

In 2022 and 2023 I was named to the Forbes Best-In-State Wealth Advisors: 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).  View award disclosures

Active in the community, I am a former Board Member of the Southern Arizona YMCA which helps  address issues for the children and the homeless in southern AZ. I am also committed to working with high school students to help them learn practical STEM applications and other life skills through a local non-profit robotics team, The Bit Buckets.

I currently live in Tucson, AZ with my wife, Laurel, and daughters Zoey and Kate.

As a Financial Advisor, I rely on my experience and problem-solving and analytical skills to help you create financial and investment strategies to meet your needs, goals and dreams for the future.


In my role as Associate Vice President - Investments and Financial Advisor, my focus is helping you establish, review and adjust your investment and retirement plans. I provide targeted, comprehensive financial advice, investment analysis and access to portfolio management services delivered with the highest level of personal service and professional advice.

My approach includes using strategic asset allocation combined with hands on research and careful due diligence to continually adjust and manage our team's investment portfolios. Before recommending an investment strategy, I consider your total financial picture including financial goals, risk tolerance, family circumstances, tax implications and goals for growth. As we work together, I will measure your strategy's progress and communicate with you to help you stay on track.

As a CERTIFIED FINANCIAL PLANNER^® practitioner, I create customized investment plans and coordinate your journey towards specific goals and objectives. I also hold the Accredited Wealth Management Advisor^TM designation which is a specialized designation for advisors working with high-net-worth clients.

Prior to becoming a Financial Advisor, I gained experience working for Wells Fargo Advisors as a Registered Client Associate. In this role, I helped clients set up retirement programs and adjusted investment plans to better suit their changing goals. I also provided assistance with account administration requests.

Prior to Wells Fargo Advisors, I served for six years in the U.S. Army, with one deployment to Iraq as a Blackhawk Helicopter Crew Chief.

I have called Tucson home for over 40 years. I keep busy with photography, golf and spending time with my wife and two children. My family and I enjoy the outdoors and frequently go camping on weekends.

CA Insurance License: 0M10762, resident state AZ

My focus is on maintaining strong relationships and keeping our clients informed and confident in their financial journeys.


As a dedicated financial consultant, my primary focus is on supporting advisors in various aspects of client investment planning. I help ensure that clients' needs are met by coordinating review meetings, managing communication, and following up on post-meeting assignments. I play a key role in facilitating seamless interactions and helping to ensure the team delivers comprehensive and timely solutions. I take pride in explaining complex financial information using straightforward, plain English, with the goal of streamlining and simplifying clients’ financial lives. I truly enjoy being at the heart of the client experience.

Preparing for meetings and ensuring seamless follow-up are essential to the team's success. I work to ensure everything runs smoothly, clients' needs are met, and their expectations are exceeded. For me, it's about being part of a team that delivers value and ensures clients feel confident and supported throughout their financial journey.

With over 10 years of experience in the financial industry, my knowledge and passion for delivering outstanding service to clients is very fulfilling. I hold FINRA Series 7 and FINRA Series 66 registrations. I am currently pursuing a Bachelor of Finance degree with an emphasis in financial planning.

A Tucson native, I am married to my high school sweetheart, and we have two boys, Antonio and Isaac. I love Tucson's gorgeous mountains and desert landscape, appreciating the varying landscapes that Arizona has to offer.

I am a very creative individual with a passion for photography, particularly portrait photography. I love capturing special moments with my children, nieces, nephews, and all the little ones in my family. I also enjoy baking cookies, cakes, pastries, and traditional basics like bread and tortillas. Additionally, I am actively involved in my children's education, volunteering regularly at their school, helping teachers, and contributing to school organizations like the PTO.

I am a Senior Registered Client Associate at the Sabino Private Wealth Management Group of Wells Fargo Advisors. With over 18 years of experience spanning various roles in the financial industry, I have developed a sound understanding of the client experience. I place a high value on developing long-term client relationships and dedicate my time to truly helping clients in their financial lives. 

I assist clients with the day-to-day management of their financial life, earning their appreciation for attention to detail and dedication to their financial needs. I help the team with operational procedures, account maintenance requests, communication and work to address any client questions that arise, ensuring a seamless and supportive client experience. I embrace the team's client first approach. One helpful tip I like to share with clients is that having a personalized investment plan and a team of seasoned professionals to guide them, they will be able to focus more on what matters most to them.

The Sabino Private Wealth Management Group is a diverse team with a wide range of experiences and strengths. Team members are encouraged to grow and excel individually yet they all come together and work collaboratively to provide clients with the best possible service and solutions.

I began my financial services career as a bank teller in 2006 and became a licensed banker in 2008. In 2010, I joined J.P. Morgan, where I worked as a Private Client Investment Associate until 2022. I then transitioned to Wells Fargo Advisors, joining the Sabino Private Wealth Management Group.

I am married with a young son and daughter. I've been living in Tucson since 1998, though I was born and raised in Prescott Valley, Arizona. I enjoy gardening and cooking.  I am also an avid mead maker, blending honey, water, and yeast to create unique batches of this ancient beverage in my free time.