Why Use This Tool?

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 Financial Advisors.

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 family.

Professional Background

B.A.,  Accounting with Concentration in Finance, New Mexico State University

Certifications

• Certified Public Accountant
• Certified Financial Planner
• Personal Financial Specialist
• Certified Valuation Analyst
• Certified Divorce Financial Analyst

About StanCorp Investment Advisers

Helping you achieve lifelong financial well-being is the primary focus of StanCorp Investment Advisers, Inc. An established registered investment advisor with the Securities and Exchange Commission, StanCorp Investment Advisers adheres to a prudent approach to managing your money. Our asset management process starts with learning about you and your goals. Your advisor will recommend a portfolio structure that invests your assets according to your specific time frame. We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.