CONNECT

Address:

460 St. Michaels Dr. #803
Santa Fe, NM 87505

Phone:

505-795-7678

Fax/Other:

(866)471-6935

Independent Advice

I am committed to providing clients with objective guidance and appropriate strategies. I have demonstrated dedication to my business and my clients by constantly pursuing greater independence and experience.

I am self-employed, which means I work for my clients. 

By partnering with the independent broker/dealer, LPL Financial, I have access to independent research, state-of-the art technology, innovative investment tools, and exceptional support. With that support behind my practice, I can devote my full attention to your needs and objectives.

We can work together in a variety of ways. I offer hourly consulting, flat-fee financial planning, and fee-based asset management. I always offer a free initital consultation.

I invite you to explore the LPL website to learn more. http://lplfinancial.lpl.com