When I'm not working as a financial planner, I love being out in nature and disconnecting from the digital world - camping, fishing and just enjoying the peace and tranquility of Arizona. In fact, my perfect vacation would be staying in a cabin near a lake. The part of my job that inspires me most is when I can help people overcome their financial fears. You can often find me reading and learning new things, and I enjoy using that knowledge to teach others and help them grow. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
The first thing you should know about the Modernize Wealth team is we're all about family. So we're going to treat you like family. We've been managing wealth and educating our clients about finances for over 25 years, so we've been through a lot of ups and downs. And we continue to remain passionate about offering our clients a legacy of true wealth management.
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We help people connect with the unclaimed money they didn't know they were missing.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
