3511 Canyon de Flores
Sierra Vista, AZ 85650
My Professional Approach
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is one of the things that I have learned in my 27 years as a financial advisor.
This is also why I believe it is important to spend time with my clients and get to know them. After all, no two clients are alike and the same goes for their investment plan. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.
Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction. For me, this is what client-first service is all about.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a branch manager when I helped open the Sierra Vista office. I began my financial services career in 1990, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Lynn, and our two black labs—Ramsey and Riley. I also enjoy target shooting and reading as well as economic research and chart analysis.
Areas of Concentration
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Executive Services
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- Western New England College, Bachelor of Science Degree in Business Administration