Our Team

Growing up in the Southwest instilled in me a love of mountains, big skies, and the Native American culture. I attended high school in Window Rock, Arizona, located on the Navajo Reservation and graduated with honors from New Mexico State University with a BBA in Finance.

The experiences of serving in the US Navy as a Commissioned Officer, working as a banker in Santa Fe, New Mexico, and employment with IBM for 13 years culminated in my becoming a financial advisor over 30 years ago.

My life's passion is helping people both professionally and personally. I take a holistic approach to helping my clients achieve their long-term financial goals. As an independent advisor, I only work for one person... you, my client. And I only recommend strategies and actions that I myself would follow, given the same situation and circumstances.

I share 3 daughters and 5 grandchildren with my wife of 46 years, Pam. When not working, I can be found doing house and yard projects, working with leather and wood, or dreaming of my next trip to the Southwest.