As a financial advisor, I have the privilege of helping individuals and families achieve life's most important milestones. I truly enjoy building long-term relationships, not merely to create a financial strategy, but to create a life strategy. If you were authoring a book about the rest of your life and your legacy, what would the title be?
I have worked with clients from my Edward Jones office for more than 18 years now. I love my job and plan on staying right here. Many clients find this reassuring, especially those who have bounced around. A large number have trusted us for more than a decade and have become valuable friends through the years.
Together with my incredible team, we engage deeply with our clients to assess their current financial circumstances and create investment strategies, protection strategies, tax mitigation strategies, legacy planning and more. Our office is located in beautiful Tempe, Arizona, but we have a diverse group of clients across multiple states. We enjoy meeting in person, whenever possible, but of course we are accomplished with remote connections as well.
Our office would grind to a halt without the hard work and experience from my team members, Patty Carroll and Michelle Castaneda. Their combination of warmth and professionalism creates an energetic and efficient work environment as well as an inviting atmosphere for our clients. They are always ready go above and beyond to serve well.
My wife and I have three children who have grown into wonderful adults, all of whom are married, thriving in their careers and pursuing life adventures together. They have blessed us with four grandchildren who we thoroughly enjoy. Because we have been supremely blessed, we look for opportunities to give back and support charitable organizations and causes. Our primary focus is on marriage ministries through our church where we lead a faithful team helping to reinforce good marriages and to restore struggling ones. We have been enriched by helping many families.
My wife would tell you that I'm somewhat of a sports addict. I appreciate her tolerance and participation. We enjoy Arizona Diamondbacks games often and other events in the valley. I'm a mediocre golfer but will continue to try. Travel is our big love. We look forward to spending more time, hand in hand, appreciating incredible destinations on this amazing planet.