During this chapter of your life, you want to know that your wealth can support you for the rest of your life, but you might not know where to start. I've worked with many individuals and couples to help them understand how they can protect their wealth, reach their financial goals and truly enjoy their lives in retirement.
I'm a life-long New Mexico resident and a graduate of both the Albuquerque Academy and the University of New Mexico. After graduating from UNM, I became a Certified Public Accountant in 1986 and subsequently became a CERTIFIED FINANCIAL PLANNER practitioner in 1999 after introducing financial planning to my tax-practice clients.
I'm a life-long New Mexico resident and a graduate of both the Albuquerque Academy and the University of New Mexico. After graduating from UNM, I became a Certified Public Accountant in 1986 and subsequently became a CERTIFIED FINANCIAL PLANNER practitioner in 1999 after introducing financial planning to my tax-practice clients.
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