A dedicated wealth advisor at Totemic Wealth & Planning, I specialize in investment management and compassionate guidance for individuals, families, and business owners.
My mission is simple: to help you unlock financial freedom by addressing and working with you through financial complexities ...
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A dedicated wealth advisor at Totemic Wealth & Planning, I specialize in investment management and compassionate guidance for individuals, families, and business owners.
My mission is simple: to help you unlock financial freedom by addressing and working with you through financial complexities that arise in every phase of life. I am driven by a desire to help you pursue your personal vision of success both today and in the future.
Whether you are in the corporate world, recently started a business, are retired or soon to be retired, I will work with you to determine your short and long-term financial goals. This starts by identifying your personalized risk tolerance, then creating an investment plan to address your evolving goals.
Acting in a fiduciary capacity in advisory relationships, it is my legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the wealth management process.
I earned a bachelor’s degree from Arizona State University. I joined the Totemic team in 2022, expanding the firm’s footprint to Phoenix, AZ. I am truly excited to be a part of the family business and make a lasting generational impact.
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