With nearly two decades of experience in the investment and retirement industry, I have served as a retirement plan consultant (ADP Retirement Services) and relationship manager (Empower / Great-West Retirement) for two of the nation's top retirement plan providers primarily in the Arizona, Nevada, New Mexico, and west Texas markets. In addition, I have served as a regional sales representative for two national investment companies (ING / Voya Investment Management, Davis Advisors). Just prior to founding Elevate Financial in 2014, I was a retirement plan specialist and financial advisor with CBIZ Financial Solutions.
With this unique skill set, I have the knowledge and experience to help people invest wisely in a complex marketplace. I grew dissatisfied with the industry's approach to their clients and the negative effects of high-fee investment management. Seeking the best way to provide financial advice and truly help my clients led me to start Elevate Financial.
I hold a Bachelors of Science in Business Administration, Finance from the University of Arizona. When I'm not working, my wife, Criselle, and I are trying to keep up with our two sons, Liam and Andrew, and the newest addition to our family, Samantha.