Practice Areas: Estate Planning, Trust Administration, and Estate, Trust, Gift and Generation-Skipping Transfer Taxation.
Born: Tucson, Arizona.
Certified Public Accountant, 2002, Arizona. Admitted to bar, 2005, Arizona.
Education: Arizona State University (B.S. Accountancy 2001, and B.S. Computer Information Systems 2001, Magna Cum Laude); Arizona State University (M.S. Information Management 2002; Rutgers University School of Law — Camden (J.D. 2005).
Memberships, Community Involvement and Recognitions:
- American Institute of Certified Public Accountants (current)
- Arizona Society of Certified Public Accountants (current)
- American Bar Association (current)
- Southern Arizona Estate Planning Council (current)
- Steven W Phillips Tucson Tax Study Group (current)
- Professional Advisor Network (PAN) of the Community Foundation for Southern Arizona (Chair 2021-current, member 2016-current)
- Cirque Collective, LLC – Co-Founder and Performer (2024-present)
- Casas Adobes Rotary (Treasurer 2012-2014, former member)
- Board Member Tucson Better Business Bureau (2013-2014)
- Past Chair and Former Member Tucson Medical Center Planned Giving Council
- Greater Tucson Leadership (Class 2013)
- The Tucson Hispanic Chamber of Commerce and the Arizona Daily Star 40 under 40 award winner (2014)
- Board Member Greater Tucson Leadership (2015-2018)
- Board Member Rialto Theatre Foundation (2017-2021)
- Board Member Community Foundation for Southern Arizona (2021-2022)
- Volunteer Step Up to Justice (2021-2023)
- Step Up to Justice Attorney of the Quarter Award (Fall 2023)
