Soon after graduating from the University of Arizona in 1996, I began my career in Financial Services.   After a successful quarter century as at firms like Merrill Lynch and UBS, I made the transition to Meridian Wealth Management.

My mission is to focus on relationships with my clients and their families, helping to manage wealth across generations.

My goal is to collaborate and share information enabling business owners to begin planning the transition to the next phase in their lives.   Planning to make the business attractive for a sale is the exact same planning that benefits the business in daily operations.   This results in a business that is attractive to transition at all times, of particular importance when the owner is ready.

By leveraging my experience in finance and relationships in the community.   I believe local business is strongest when working together to make all businesses successful.  With this in mind, I work to connect people together for mutual collaboration and benefit.

I focus my practice on business owners, specializing in business retirement planning and business exit planning.  I am part of a small handful of Advisors in Southern Arizona that hold the Certified Exit Planning Advisor (CEPA®) designation.   This designation is designed to help business owners plan and prepare for the transition of their business and legacy.