My mission is to make a difference in the lives of others through finance.
A good first step is to make saving and investing a top priority, and to educate yourself so you can make good investment choices. It is also important to have a knowledgeable financial professional who can help you achieve your financial goals. That’s where I can help.
My objective is to be a solutions provider, helping you to make decisions on how to meet your financial goals. One2One Wealth Strategies and I have found that the best way to help people to achieve their goals is to start planning today for what their financial needs will be tomorrow and throughout retirement. One2One Wealth Strategies investment philosophy has a foundation based on academics and Nobel Prize winning theories. We believe that having an understanding of saving and investing strategies empowers you to achieve your financial goals. Regardless of your age, income, or time horizon, I believe that everyone can benefit from the financial education programs provided by One2One Wealth Strategies and PlanMember.
I always strive to be the best in everything I do. I grew up locally in Tempe and I graduated Magna Cum Laude from Arizona State University’s Barrett Honors College with two Bachelor of Science degrees, one in Finance and one in Accounting. I was recognized by ASU’s W.P. Carey School of Business Leaders program, the Tempe Diablo’s, and Tempe Chamber of Commerce. I hold multiple Securities Licenses as well as my Life and Health Insurance Licenses. I have worked for multiple financial companies before finding my home at One2One Wealth Strategies. One2One embraces the same philosophy that I demand of myself: be an exceptional financial coach to each and every client, regardless of their investable assets; therefore I knew it was a good fit.
I am a member of the Scottsdale Sunrise Rotary Club, currently sitting on their Board of Directors as Vocational Chair, and I have also participated in many service projects over the past several years.