As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2006. I help clients succeed by providing the confidence in trusting me with their financial goals and needs.
I live in Scottsdale, and serve clients in Scottsdale, Paradise Valley and Phoenix. I am fluent in Armenian and Assyrian. I enjoy spending time with my family and checking out local restaurants. I enjoy giving back to the local community. I currently serve on the board for XICO and Almost Famous Theater Company as well as helping to fundraise for a few other non-profits in the valley.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.