We take care of families in Arizona who want to have their best interests to be the focus of their relationship with their advisor. We help them to make smart financial decisions about their money and where they are going with their life.



If you want someone who will work with and engage with the CPA, the Attorney, estate planning, health-care planning and insurance, homeowners insurance, automobile insurance, life insurance, long-term care issues including Medicare and deal with these on a holistic and complete enrollment, then you need to have a conversation with us.

I have been in the financial services business for over 30 years, working initially for major wire-house brokers and broke away from the wire-houses to the Registered Investment Advisor world in 2004. I acquired my Certified Financial Planner designation in 1999.



As a RIA, I am free to seek out the best choices from the world of investments which are in my clients  best interest. I believe in diversification along with focus to achieve safe and superior results for my clients.



I am fortunate that I work with a team that is extremely knowledgeable and capable. My team provides the level of service that I would like to have as a client. Client reviews are an ongoing process, to keep the level of communications high in both directions. Generally, meeting quarterly with clients is what works best.



Money is important in your life, but your single most valuable asset is your health, because without good health, it doesn't make any difference how much money you have.



I look forward to the opportunity to have a conversation with you and discuss the possibilities that we can help you achieve.