P: (480) 998-4653 Ext. 18
I am a financial advisor at Jacob Gold & Associates, Inc. Like our founder Jacob Gold, my family has a long history in the financial services industry. I am proud to state that I am a second-generation financial advisor.
While attending Arizona State University, I worked as a financial assistant at Raymond James Financial Services. During my final semester at ASU, I had the privilege of enrolling in FIN 380: Personal Financial Management. Little did I know that my college professor, Jacob Gold, would someday be my future employer.
I graduated summa cum laude from Arizona State University’s W.P. Carey School of Business with a Bachelor of Science degree in finance.
I serve as an investment adviser representative and registered representative with Voya Financial Advisors, Inc. In addition, I hold FINRA Series 7 & 66 securities registrations.
Best part of working with clients: It is very rewarding to form long term relationships with clients and their families. Working with them to define their financial goals and helping to attain those goals, is very rewarding to me.
Hobbies outside of work: I enjoy spending time with my family, working on my truck, personal fitness and being outdoors.
Favorite places to visit: Visiting my hometown of Sedona, the mountains in Colorado and visiting family in Hawaii.
Something few people know about me: I really enjoy cooking, even though being colorblind can make it somewhat challenging.