Since 2004, my staff and I have been assisting select families and businesses in meeting their most important financial goals. I understand that each client has a unique set of circumstances and objectives which I incorporate into knowledgeable, long-term investment strategies. I provide initial consultations without cost or obligation.

I graduated from New Mexico State University in 1987 with a Bachelor of Science degree in mechanical engineering. Later, I continued my formal education by earning a master's degree in business administration in 1998 from the University of New Mexico.