Owner and Founder
My main focus is helping clients work towards their retirement dreams by creating well-thought-out financial strategies. I believe in being genuine, honest, and providing clear advice that empowers my clients to make informed decisions about their financial future.
When I'm not working, you can find me enjoying quality time with my wife, Joni, and our four amazing children. We call Gilbert home, and we're lucky to have a lovable Sheepadoodle named Chance as part of our family. Seeing my children learn and grow brings me immense joy and fulfillment.
In my free time, I'm actively involved in coaching youth football and soccer. I also serve as a youth leader in my church, where I have the opportunity to make a positive impact on the lives of young individuals and contribute to their personal development.
To recharge and stay active, I love engaging in outdoor activities like pickleball, golf, tennis, camping, and hiking. Nature's beauty and the physical challenges of these activities provide a perfect balance to my professional life. I'm also a passionate college football fan and always enjoy the excitement of watching the games.