I am originally from New Mexico. I earned a bachelor’s degree and master’s degree in engineering from New Mexico Institute of Mining and Technology. Early in my career I became the Chief Engineer of Test and Evaluation at the Naval Air Warfare Station - Weapons Division at China Lake, CA. In that role I managed multi-million dollar capital investment and modernization projects from both the field and the Pentagon. I became a financial advisor in 2013 and spent the next 9 years building a thriving wealth management practice in New Mexico. Hungry for a greater opportunity to serve business owners, I moved to Scottsdale and joined Merrill Lynch Wealth Management in 2022. I am a CERTIFIED FINANCIAL PLANNER™ professional and I hold the Chartered Financial Consultant® and Certified Exit Planning Advisor designations.When not at work, you'll find hiking a mountain or sitting on a beach.
Welcome, we are glad you are here. We can help you organize your financial life by conducting a detailed analysis of your current situation and creating an investment plan that will be customized for your exact needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
