I was born and raised in Flagstaff, and have a strong commitment to helping the people of this great community. I am a Northern Arizona University alumni, with two bachelor’s degrees, accounting, and finance. My passion is partnering with individuals and business owners and working with them to achieve the financial goals that are most important to them. I have an established process to develop personalized, holistic strategies to achieve these goals. The most common goals we work toward are saving for retirement, education savings plans, life or long-term care insurance and planning your estate.