Sierra Vista, Arizona
3511 Canyon de Flores
Sierra Vista, AZ 85650
CA License #0G97830
My Community Activities
- Lady of the Mountains Parish, Member and Youth Group Volunteer
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor when I helped open the Sierra Vista office. I began my financial services career in 2006, 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, Amy, and four children—Cecelia, Isaac, Lucia and Maximilian. I enjoy playing golf, watching youth sports, and attending D-backs and University of Arizona Wildcats baseball games. In addition, I like to attend musical events—whether it’s family recitals, the local symphony or sponsored events with traveling musicians.
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
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2006
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.