My Story
I believe the essence of a person manifests in their dreams. Everyone on earth is working towards something, and most things on earth cost money. If you are focused on putting a purpose behind your money, that’s where I live. Tell me about your financial dreams and I’ll work with you on making them happen. What keeps you living. What makes you, live.
I am a certified financial planning candidate with over 3000 hours of experience in financial management, investments, retirement, and tax planning. I have also passed the IRS personal and business tax exams for enrolled agent. My strategy is to help you save money on taxes and redirect those funds to where they will grow the most.
I have been in government finance for over 15 years. I have a lovely wife and 2 sons. On my free time I enjoy reading, kayaking, and attending community events. I have been investing in real estate since 2016 and own two multi-family properties. Your turn, please introduce yourself. Book a free 30-minute consultation today.
EDUCATION
2014 Bachelor’s of Science in Business, US Air Force Academy
Minor in Philosophy with a focus on ethics
Minor in Spanish with a focus on business
2020 Master of Business Administration, New Mexico State University
PROFESSIONAL ORGANIZATIONS
2015 - American Society of Military Comptrollers
2018 – American Economic Association
2018 – American Finance Association
2022 – International Society of Female Professionals
2023 – Financial Planning Association
2024 - Certified Financial Planner Candidate
OTHER ACCOLADES
Apprenticeship - 2020 Goldman Sachs Veterans Integration Program
Goldman Sachs is a global financial institution that delivers financial services across investment banking, securities and investment management. The Veteran’s Integration program is a one-year program which provides candidates the opportunity to hone their skills.
Internship - Discovering Fin+Tech, GTS (Wallstreet)
Powered by proven technology, GTS is a global trading firm that specializes in transparent, customized liquidity solutions across multiple asset classes, delivered by the most client-centric team in the industry.