As part of a national practice working with individuals to help in all aspects of their financial lives, I assist with financial planning, budgeting, life/disability insurance, and investment management. I work with my clients to create a plan that focuses on their financial needs today and their financial goals for the future.
I got my MBA during the Great Recession and saw first-hand how people were affected by the financial fallout. I felt a calling to work in finance, to help my clients prepare for both the rainy days, and the financial future they hope for.
Prior to getting my MBA, I worked in the Healthcare field for over two decades. Although my healthcare career is in the past, I still speak the language and understand the career paths and intricacies of the profession. I have built on my experience in the field to focus on working with Doctors, Dentists, and other healthcare professionals. One of my focuses is helping Healthcare professionals to get high-quality, specialty-specific Disability Insurance. If you are in need of help with your insurance needs, please click here to go to my insurance page.
I began my Healthcare career as an active-duty Hospital Corpsman in the Navy, and I have continued my military career as a Medical Service Corps Officer with the Air Force Reserve. I’m proud to be a Veteran, and as a finance professional who understands military benefits and culture, I am always ready to help a fellow Vet.
First meetings are always cost and obligation free, you can access my online calendar to schedule a meeting.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). ©2022 2020 Financial Advisors, LLC – All Rights Reserved.
560 Andrews Lane
Corrales, NM 87048