I have been working in the financial services industry since graduating with honors from Northern Arizona University in 2003. I began my career with Mutual of New York, which is now Equitable Financial Life Insurance Company of America. Since beginning my career I have obtained the CERTIFIED FINANCIAL PLANNER designation which focuses on taking a holistic approach to addressing one’s financial needs, as well as obtaining the Chartered Life Underwriter (CLU) designation which provides specialization in the analysis and application of life insurance.
I am a named Partner of Southwest Wealth Strategies, LLC where I focus on investment management, retirement income planning, and succession planning. Through my consultative process I help my clients identify and define their unique financial goals and provide education on strategies to address their needs. I believe educating my clients is critical to their success because informed clients understand the “why” behind the plan design and maintain discipline when executing the financial design as a result.
Outside of the office I enjoy traveling with my wife, Maria, and we take full advantage of our ability to do so before we have children. I enjoy playing golf and often brave 105 degree summer days to continue my practice. I am also passionate about fitness and nutrition. Because of this I have developed a reputation among my colleagues as the go-to person for diet and exercise advice.
Education, Licenses, and Credentials
Cum Laude – Northern Arizona University 2003
Bachelors of Science in Business Administration Finance
FINRA Series 7 & Series 66 Registrations; Life and Health Licenses
CFP® – CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CLU – Chartered Life Underwriter, awarded through The American College
Equitable Financial Life Insurance Company of America is an AZ stock company with main administrative headquarters in Jersey City, NJ.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Southwest Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.