I have been working with individual investors for 31 years. I utilize extensive personal and professional experience in all areas of investment planning to help you pursue your goals.

I am a 1982 Graduate of Arizona State University and began my investment career at E.F. Hutton in 1984. I became a CERTIFIED FINANCIAL PLANNER® professional in 1998. At Wells Fargo Advisors Financial Network, I am a Senior Financial Advisor - Investments,and am recognized among my peers as one of the firms Platinum Council. I was recognized as a Platinum Council Advisor in 2009. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. I am currently an active board member with NotMyKid.

With two grown daughters and three grandchildren, I also find time for community service, tennis, golf, mountain biking and snowboarding.

CA Insurance License Number 0H10481. Resident State AZ

CA Insurance License Number 0I49469. Resident State AZ