I am Senior Resident Director of the Phoenix office and am a Managing Director with the firm. I began my career in the financial services industry in 1995 and joined Merrill Lynch Wealth Management in 1997. My area of focus is working with the ultra-high net worth, more specifically corporate executives, professional athletes, physicians, retirees & business owners.

I am a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. My professional designations include the Chartered Retirement Planning Counselor™, CRPC™ and Certified Plan Fiduciary Advisor®, CPFA®. I am also proud to be recognized as a Forbes Best in State Wealth Advisor between 2019-2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). I received my Bachelor's degree from Northern Arizona University and I am an Arizona native.

I am a Graduate and Alumni of Scottsdale Leadership Organization (Class XXI), I support and dedicate time to several local charities, am a former Reserve Volunteer for the Paradise Valley Police Department, I was previously on the Ronald Reagan Library Advisory Board Council, and am a former Board Member of the Arizona Sports Commission. Currently, I serve on the Board of Directors of the Fiesta Bowl organization.

I hold a number of FINRA registrations, including Series 7, 63, 65, 52, 31, 9 & 10 - Securities Principal.

*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.