We’re driven by integrity, independence, and a commitment to helping people achieve financial freedom through honest advice, expert guidance, and debt-free principles.
With 25+ years in finance and an MBA from Thunderbird, I help individuals reach their financial goals through simple, tailored investment strategies. As an independent advisor and 10-time Five Star Wealth Manager awardee, I’m proud to partner with Dave Ramsey in guiding clients toward debt-free, confident living.
“Without a doubt, pay a pro. I still choose to use a pro and suggest you do too. Statistics show that “do-it-yourselfers” are quick to jump out of funds when they begin to under perform. A good professional advisor will remind you why you chose the fund in the first place and prevent you from losing money by buying high and selling low.”
- Dave Ramsey
“They advise, you make decisions. You are paying them for advice and the ability to teach you enough to make smart decisions about your investments. You are not handing over this responsibility because they are professionals or even because I endorse them. Retain ownership and responsibility for all final decisions.”
