

For more than 15 years, I have been privileged to help businesses and families with their financial needs through a highly-customized process. I believe that the small committed actions we take today provide a lasting impact not only for ourselves, but also for future generations. Thatās why I am passionate about helping my clients put a sound financial foundation into place early on. I take great pride in being able to educate and motivate individuals and help them to realize that their goals are within reach. Iām committed to developing strong long-term relationships with my clients based on integrity and performance, and they know that through every season of life, they have a partner by their side.
I have a background in business banking and business development and have worked with some of the largest local institutions in Arizona such as Desert School and Western Alliance Bancorp. I have also leveraged my professional golf career as a PGA member for the past decade to help educate and promote the importance of financial strategies sooner rather than later. Prior to my work in the financial services industry, I attended Phoenix College, where I played on the golf team and graduated with an Associate's Degree in Accounting. I then went on to complete my bachelorās degree from Arizona State University.
In my spare time, I enjoy golfing, cooking, and especially spending time with my wife and children.
āIāve always believed in the power of reading great books and being a lifelong learner. Here are some of the books that have shaped my life and business in significant ways.ā - Atomic Habits, James Clear
Relentless from good to great to unstoppable - Tim S. Grover
The Power of Broke - Daymond John
Masters of Success - Dr. Ivan R. Misner and Don Morgan
Drive - Daniel H. Pink
The 3-day Effect - Florence Williams
The Four Agreements - Don Miguel Ruiz
The Richest Man in Babylon - George S. Clason
Who Not How - Dan Sullivan
Buy Back Your Time - Dan Martell
Slight Edge - Jeff Olson
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/
2355 E Camelback Rd, Suite 750
Phoenix, AZ 85016
8134 E Cactus Rd, Suite 600
Scottsdale, AZ 85260
Call: 480.382.4769 | info@afgteam.com

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/