Helping you live your best life.

As a Financial Advisor, I know that financial planning must be specific to every individual's needs and goals. Not only do I help my clients get their financial plans started today, but I help them continue to build upon their plan one step at a time to achieve future success.

My passion is guiding people to reach their own version of financial freedom. I am highly motivated by helping people achieve their financial dreams and helping them to develop better habits with their money. I believe that collaborating with my clients and educating them about money is the best way to help them achieve long term financial success.

My specialty is providing strategic planning for business owners, attorneys, realtors, and pre-retirees. I collaborate often with my network of specialists to offer the most comprehensive planning I can for my clients.

I bring over 12 years of experience to the table, as well as being a Chartered Financial Consultant® through the American College. I also have my Masters of Business Administration from the University of New Mexico in Albuquerque.

Close up of woman in deli with two workers in background

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Close up of mother and father kissing baby's cheeks

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Wealth Management

Business Employee & Executive Benefits Planning

Estate Planning

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4