I am a Certified Financial Planner® professional with nearly 10 years in financial services. Prior to joining StanCorp Investment Advisers, I
was a principal in my own advisory firm, serving individuals and
families in the Albuquerque area with comprehensive financial planning
and investment management.
With my background in a broad range of financial disciplines, I am
able to help affluent investors find the most appropriate solutions for
their needs. In addition to being a CFP® and a CPA, I hold the Personal
Financial Specialist, Divorce Financial Analyst™ and the Accredited
Asset Management SpecialistSM designations.
I am a member of the American Institute of CPAs®, New Mexico Society
of CPAs, New Mexico Estate Planning Council, Financial Planning
Association and a board member of the National Association of Personal
I have been quoted as a financial expert in national and local
publications such as “The Wall Street Journal,” “CNN Money,”
“SmartMoney” and the “Albuquerque Journal.” I graduated from New Mexico
State University with a bachelor’s degree in accounting.
I make my home in Albuquerque with my wife, Jennifer, and daughter
Addison. I am involved with the Albuquerque Community Foundation’s
Future Fund and serve on the United Way New Mexico’s Planned Giving
Council. In my free time, I enjoy traveling and spending time with the