I was born and raised in beautiful Eugene, Oregon. Like many from "Track Town" USA- I was an avid runner, basketball player and baseball player. After high school, I attended and graduated from the University of Arizona with a Bachelor of Science in Finance from the Eller College of Management. After college, I spent 16 successful years in the advisory business between two leading investment firms and can take the knowledge and expertise from them into my concept of financial wellness. I'm here to disrupt the current out-dated financial advisory model you've all heard about and experienced. You can expect honest and straightforward advice, with no broker talk.
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I currently live in Tucson, Arizona with my two dogs Nala and Beans. Beans is a goofy french bulldog and Nala is an active and sweet German Shepherd. When I'm not working with clients I am typically doing something musical, riding my bike or something outdoors. After Covid and in 2021 I hope to get back to Hawaii, and take my first trip to Europe.
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"A good coach can change a game. A great coach can change a life."
John Wooden
Financial Wellness
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Great for you if you're starting out and want to build the foundation of financial wellness. Budgeting, cash flow management, debt payoff, portfolio reviews.
Financial Wellness+
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You have your emergency fund in place, cash flow positive and you're ready to build wealth outside of your retirement accounts, and retire early. You might be retired already and desire investment reviews to make sure you are in the right allocation.
Wealth Management
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You are nearing or in retirement and want to maintain and grow your wealth in a tax mindful way. You possibly need someone to manage your financial affairs if you become incapacitated or distribute assets upon death
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Contact me to find
your way to a happier financial future
520-474-0311 Call or Text