2745 S. Alma School Rd
Chandler, AZ 85286
Toll Free: 888-566-6499
CA License #0F79637
My Community Activities
- Rotary Club, Member
My Professional Approach
As a financial advisor, I strive to build long-term relationships based on mutual trust, respect, and integrity by putting my clients first.
My client-first commitment to you begins with providing personalized wealth management planning focusing on your specific needs and risk tolerance. I will work side-by-side with you to evaluate your current financial picture, along with your goals and dreams.
I joined Benjamin F. Edwards & Co. in 2017 because I was drawn by their client-centered approach to financial services, and to help facilitate the opening of our Chandler office. I began my financial services career in 2004 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. At that time I also obtained the Accredited Asset Management Specialist (AAMS) designation to deepen my knowledge in the areas of retirement, estate, investment and insurance planning.
In 2005, I started working closely with Theresa Clemmons, Branch Manager and Senior Vice President – Investments, to provide personalized wealth management planning for individuals and families. Prior to my career in the financial services industry, I spent over 20 years with the Marie Callender’s Restaurant Group and was an Area Supervisor.
My wife, Rachael, and I live in Gilbert, have three children—Dallas, Garret and Riley—and love spending time running between high school baseball and theatre productions. In addition, I enjoy playing golf, fly fishing and traveling. I grew up in Tucson, Arizona, and remain an avid Wildcat fan. I am also a very active member of the Chandler Horizon Rotary Club.
Areas of Concentration
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.