We help over 200 families with their financial needs and manage over $275 million in assets (as of 11/01/2024). Matrix Wealth Management takes a hybrid approach to working with their clients, providing them a small office environment paired with the strengths and services of Wells Fargo Advisors Financial Network.Born and raised in Arizona, I started my career in 2009 after obtaining a B.S.E. in Civil Engineering from Arizona State University. After a successful engineering career I decided to pursue my passion for finance and joined the Matrix Wealth Management team. I hold the Series 66 registration, Series 7 registration, and the CFP® designation. By utilizing my professional experience and goal oriented approach I look forward to building a successful and long lasting relationship with my clients. I strive to earn our client's trust each and every day by fully understanding the client and their goals. I believe I achieve this by giving unbiased advice and utilizing suitable vehicles for retirement planning, investing, education planning, estate planning strategies*, and insurance needs.* Our practice does not offer tax or legal advice. This information is intended for use by residents of AK, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KY, MA, MI, MN, MO, MT, NC, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VT, WA, and WI only.CA Insurance License Number 4232907. Resident State: AZ./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.