Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Life, Health, Series 7, 31, 63, & 65 Licenses

Education

  • Bachelor of Interdisciplinary Studies - Arizona State University
  • B.I.S. Concentrations: Business and Mass Communications

Interests

Born in the Chicago Suburbs of Deerfield Illinois. I have resided in Arizona for the last 23 years. I enjoy playing golf and visiting the many wonderful areas the state of Arizona has to offer. One of my favorite places to get away from the Phoenix summers is a short drive to Show Low Arizona. There you will also find my favorite golf course.

Community participation

  • Desert Mission Food Bank
  • Feed My Starving Children