I am a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent, and Wealth Advisor at Rock Martin Private Wealth Management.
My work centers on delivering thoughtful, integrated financial planning for clients with complex needs. I focus on aligning investment strategy, tax planning, and disciplined decision-making into a clear framework designed to support both current priorities and future goals.
My interest in finance began early, sparked by my Great Uncle Ed, who introduced me to the power of compound interest using a single piece of lined paper. That original letter still hangs in my office as a reminder of the impact of consistency, patience, and informed choices, principles that continue to shape how I approach planning.
I earned a Bachelor of Science in Finance with a certificate in Business Economics from Northern Arizona University. I hold Series 7, 65, and 63 securities licenses through LPL Financial, along with an Arizona Life Insurance License. In addition to my CFP® certification, I am also an Enrolled Agent, allowing me to integrate tax strategy directly into the financial planning process.
Outside of work, I value time with my family and enjoy life with my fiancée, Sidney, and our pup, Stella. I enjoy staying active, traveling, reading, golf, and chess.
I am open to listening and happy to be a resource for those seeking perspective or direction.