505-274-7886
About Me
Family is at the heart of everything I do. Whether it's explore the outdoors, sharing laughs over dinner, or celebrating life's milestones, the people beside me keep me grounded and motivated every day.
My Background
After decades of running a successful independent advising practice, I have joined the respected team at Charles Stephen, where my own expertise is enhanced by a team of advisors who have their own areas of specialization.
I really enjoy helping my clients create a financial plan that will help protect their ability to earn an income, manage their investment assets for retirement and college education, have an income in retirement that lasts as long as they do and leave a legacy for their families.
On the personal side, I'm a native New Mexican from Roswell. I'm a drummer and met my wife, Jenny when we were both in band at UNM. We got married in 1996 and have three sons. I love to ride my bicycle and I'm currently taking Spanish lessons every day. I came to UNM on a Presidential Scholarship and help the UNM Foundation raise money for the Presidential Scholar program.
I Specialize in helping people who are members of the Y.O.Y.O. Economy.
Y.O.Y.O stands for, You're On Your Own.
If you are an owner of a professional practice such as an attorney or a dentist, you are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you have come into money because you changed jobs and need to do something with your retirement plan from your previous employer, you're a new member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮.
If you are getting ready to retire or are already retired, you definitely are a member of the 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮. Other members could include people who have inherited money or perhaps, sold a business.
Contact me to find
your way to a happier financial future.
5951 Jefferson St NE, Suite D, Albuquerque, NM 87109
505-274-7886