LOCATIONS
- 117 E. Main St., Suite F 200, Payson, AZ 85541
- 3651 E. Baseline Rd., Suite E203, Gilbert AZ 85234
As a Financial Advisor at Elevated Wealth Management Group, I work closely with clients to help them better understand their financial picture and feel confident in the decisions they make. My responsibilities include assisting with financial planning, preparing for client meetings, account servicing, and ongoing client follow-up. I enjoy building lasting relationships with clients and creating an environment where they feel comfortable asking questions and discussing what matters most to them.
SPECIALIZATIONS
- Wealth management
- Asset Management
- Retirement Consulting
- Trading
- Social Security Planning
- Educational Planning
Prior to joining Elevated Wealth, I gained experience in the financial services industry working with a wide range of investors, including active and high-net-worth clients. That experience strengthened my interest in investing and financial markets while showing me the importance of looking beyond individual investments to understand each client’s broader goals. I was drawn to wealth management because it gives me the opportunity to develop meaningful client relationships while helping individuals work towards the goals that matter most to them.
To me, one of the most important aspects of financial planning is the sense of security that comes from having a plan in place. When clients feel confident about their financial future, they can spend more of their time and energy focusing on the people, experiences, and priorities that matter most to them. Being able to help provide that confidence and serve as a resource clients feel comfortable turning to is one of the most rewarding parts of my work.
I earned a Bachelor of Science in Business Finance from Arizona State University and hold FINRA Series 7, 66, and SIE securities registrations.
Born and raised in Phoenix, Arizona, I have called the Valley home my entire life. Outside of the office, I enjoy spending time with family and my girlfriend, staying active through fitness and hiking, playing golf, traveling, and watching sports.