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3567 E. Sunrise Drive, Suite 143, Tucson, AZ
I help assure you live well today and leave a meaningful legacy to the people and organizations you care about most.
The path I recommend for your wealth management will be personalized based on your specific goals and objectives.
My team’s depth of wealth management expertise and resources guide sound investment strategies.
I use industry-leading equity research and the counsel of Baird’s tax, retirement, insurance, product and estate planning experts to illuminate current market opportunities.
I am driven by a genuine passion to help clients achieve what they want for themselves and, ultimately, for the people and organizations they care about most.
I guide high-net-worth individuals, corporate executives and their families through every conceivable market environment to safeguard and grow wealth and plan their legacy.