As an independent investment advisor operating on a fee-only basis, I uphold a fiduciary duty to act in my client's best interests. With a career in the financial industry spanning since 2005, I have extensive experience including:
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Chartered Financial Consultant from 2007 to 2022
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Chartered Life Underwriter from 2007 to 2022
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Certified Financial Planner from 2008 to 2022
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Manager of Arizona Federal Credit Union’s Life, Disability, and Long Term Care Insurance Department 2007-2013
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Manager of Arizona Federal Credit Union’s Financial Advisors 2009-2013
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Board Member of the Greater Phoenix Society of Financial Service Professionals 2014 and 2015
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First Credit Union Supervisory Committee from 2016 to 2020 (Chair from 2018 to 2020)
I am selectively accepting new clients and welcome conversations with qualified individuals who seek a thorough understanding of my investment philosophy. Ideal clients should possess a long-term investment horizon, demonstrate a willingness to tolerate volatility within the funds I manage, and have investable funds ranging from $1,000,000 to $5,000,000. Separate accounts are diligently managed, subject to an annual fee of 1.5%.
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ADV Disclosures
Financial advisor, Wealth management services, Personal wealth management, Private wealth manager, Wealth manager, RIA investment, Fee-only financial planners, Retirement planning, Investment advisory firm, Financial advisory firms, Financial planner, Wealth management group, Estate planning, asset management, financial wealth manager, investment management, flagstaff, arizona, az