Broker Check

Financial Advisors

(505) 767-7950

6301 Indian School Road NE, Suite 900
Albuquerque, NM 87110

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Learn More

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Learn more

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!