As a Wealth Advisor my goal is to bring my hardworking, dedicated, enlisted, blue collar approach to the white collar financial services world.
Prior to entering the financial services arena, I experienced many twists and turns along my career highway; first with enlistment in the United States Marine Corps achieving meritorious promotion to Corporal. After four years of service, I was honorably discharged and began a career at Phelps Dodge Corporation, a copper mining company in Morenci, Arizona. I served a four-year apprenticeship, achieving certification as a Journeyman Pipefitter/Plumber/Welder. After 15 years at Phelps Dodge, financial planning and wellness became of interest and I began an internship with a local financial advisor which launched me into the financial services industry.
Prior to joining Validus Financial Associates team, I gained a wealth of experience and knowledge through various opportunities with other national financial advisement firms. I have my Series 7, 63 and Series 66 securities registrations with LPL Financial and hold a Bachelor’s of Science Degree in Finance and Economics from Grand Canyon University.
My greatest accomplishment is my family – married for 36 years with two children and three grandchildren.
I get my greatest professional satisfaction from developing a relationship with my clients, aiming to establish integrity and trust. I work closely with each client to develop a plan that fits their needs and objectives in order to help them prepare for the future and pursue their financial goals.
My primary office is in Show Low, Arizona however, I am available to meet my clients when and where it is convenient for them. Feel free to contact me at 928-242-0325 or via email at email@example.com or firstname.lastname@example.org.