ZCP Phoenix

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Phoenix and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world.With locations in Phoenix, Arizona, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.

With a cumulative 900 years in the money business, our financial advisors and staff are rich in talent and experience. We have experts that are fully equipped to develop a comprehensive financial strategy for you or your business. Our cross-discipline team takes an integrated approach to get a 360 degree view of your entire financial landscape. We consider all facets of your life and establish the right financial strategy for you with customized strategies that are designed to meet your unique needs. Our services include: investment strategies, retirement strategies, estate planning, life insurance, disability insurance, long term care insurance, corporate financial services, group benefits, and more.

I grew up in Phoenix and graduated from Northern Arizona University with a Bachelor of Science in Business Administration degree in Finance. I primarily consult with individuals from Phoenix, Chandler, Gilbert, and Anthem, and travel to far northern and far southern Arizona. I help to create well-rounded retirement strategies for clients that include both asset accumulation and distribution plans. I work with my clients to maximize their employer-sponsored benefits, and develop efficient estate transfer strategies to protect their wealth. Focusing holistically on how each individual component of a family's plan will work together towards their goals, I customize each strategy based on the specific needs and goals of my clients.