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Focused on Finance, Fueled by Community

Rooted in Tempe
I moved to Tempe in high school and graduated from Corona del Sol. I spent a few years up north at Northern Arizona University, but ultimately made my way back and completed my degree at Arizona State University. Tempe just has a way of pulling you back.

A Passion for ASU and Tempe Growth
I'm a huge Sun Devil Football fan—if there's a game, I’m there. Lately, though, I think the best ticket in town is Sun Devil Hockey—the energy is unreal. I’m also loving the direction Tempe is heading when it comes to the food scene. In recent years, we’ve welcomed some amazing new restaurants, and there’s still so much growth on the horizon. I think it’s going to redefine how people think about dining in Tempe.

Staying Connected
Tempe’s more than just where I work—it’s where I stay connected. Many of our clients and employees live here, and I’ve built strong relationships with ASU professors and their families over the years. Our company hosts a national conference annually, and every other year we bring it to Tempe. People from across the country get a taste of this community—usually in April—and it’s always a highlight.

Favorite ASU Moments
The Jake Plummer and Pat Tillman years were legendary—some of my best memories as a fan. Watching the goalposts carried down Mill Avenue (probably not ASU’s favorite moment!) was unforgettable. Today, I’m just as fired up about what Coach Kenny Dillingham is building. ASU Football is on fire, and I truly believe they have the potential to become a top-five program nationally in the coming years.

Giving Back: The Chandler Compadres
I’m proud to be a Chandler Compadre. We do a lot of work in Chandler and the East Valley, especially when it comes to supporting children’s charities. I first got involved because a couple of good friends were already members. After years of supporting their events and causes, I knew it was time to jump in and contribute in a bigger way—not just from the sidelines.

Why It Matters
The Boys & Girls Clubs hold a special place in my heart. I believe in the power of after-school programs—keeping kids active and engaged is critical for their mental and physical health. They need a safe, encouraging space to grow and just be kids.

Still Tied to Tempe
Even though I live in Chandler, staying involved in Tempe is easy. The two cities border each other, and the community overlap is strong. Many of my childhood friends still live or work in Tempe. I’ve also had the opportunity to collaborate with Mayor Corey Woods, which has opened the door to even more involvement with the city.

Fitness as a Lifestyle
Fitness is non-negotiable for me. I never stop moving—whether it’s a quick walk, a bike ride, or just getting outdoors. Daily movement is my stress relief. If I skip a day, I feel it—mentally and physically. It’s my way of staying grounded and focused.

Health at Work
I’m fortunate to be surrounded by a team that shares those same values. The people in my office are health-conscious, and that usually goes hand-in-hand with a strong work ethic. When we travel for conferences, it’s common to find us hiking, walking the beach, or hitting the gym together before the day starts. It’s part of our culture, and I love that.

Favorite Local Hike
It might sound simple, but I’m a big fan of hiking “A” Mountain. It’s quick, easy, and right in the heart of Tempe. If I don’t have much time, I can get up and down in about 20 minutes. Sometimes I’ll do a couple of laps—it’s the perfect recharge.

Financial Wisdom
1. Stay Vigilant:
Fraud is everywhere right now. My team is constantly on high alert, and we’ve helped prevent a lot of close calls for clients, friends, and family. But the threat is real—and growing—and it’s something we all need to take seriously.

2. Don’t Panic:
In uncertain times, emotional decisions can lead to big financial mistakes. My advice? Take a breath. Don’t react impulsively to what you see on the news. Let things play out—volatility is part of the process, and calm decision-making is key.

"Tempe’s more than just where I work—it’s where I stay connected."