As a Financial Advisor, my strongest assets are the relationships I have with my clients - some for decades. I work closely with clients to help develop their investment plans. I believe that personalized service is essential when matching clients with the right financial solutions.

These typically include a variety of investment vehicles, incorporating various investment strategies. My focus is on investment strategies that attempt to capture the major trend in the financial markets. I employ risk management tools to help minimize the volatility in clients' portfolios. These include but are not limited to strategic and tactical asset allocation and portfolio hedging.

Making sure assets work supporting the goals clients establish takes careful planning. Such planning is not a single event, it is an evolving process. As circumstances change, so must the strategies used to navigate the course toward meeting those objectives. This is why we work with individuals to design strategies targeted to meet their specific needs and goals.

Growing up in sunny San Clemente, California—a surfer’s paradise, my earliest and fondest memories are long summer days at the beach. I moved to Albuquerque in 1987 while finishing five years in the US Air Force. Soon after, I met my wonderful wife, Gina. We have three busy adult kids —Ben, Emma, and Luke and two daughters-in-law, Abbie and Alex. For fun, we enjoy cycling, hiking, motorcycling, and gardening. We’re adventurous travelers, but still love the simple beauty of the beach.

I hold the designation of Senior PIM Portfolio Manager. I have been recognized as a Platinum Council from 2007-2010, 2015-2022 and 2023 Sapphire Council Platinum Advisor.

Named as one of the 2020, 2021 and 2022 Best in State Wealth Advisor by Forbes (2).

(other disclosures)

• The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

• The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Resident State: NM

I have been serving in the financial services industry since 1994 - in partnership with Sandy my entire career. I am committed to service excellence and believe that financial goals are best met in the context of relationship. When you work with me, it is my goal for you to always feel known and well cared for. Clients are always my top priority. In the office, you will find me helping clients with paperwork, questions, money movement, and general inquiries.

Outside of the office, you will find me spending time with my husband, four adult children, and eight grandchildren. Together we enjoy playing board games and spending time outdoors.