I relocated to Gilbert, Arizona From Northern California July of 2014. I have worked in the financial services field for over 20 years, specifically working in investments and financial planning since 2011. I graduated from San Diego State University with a Bachelor of Science degree with a emphasis in Finance. I am currently pursuing my certified financial planner certificate. I focus on financial planning for families in different stages of the wealth accumulation and distribution phases of their lives.
I enjoy spending time with my wife, daughter and 2 dogs exploring Arizona.