Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Family Finances
21
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℠
  • Life, Health, Series 7, 31, 63, & 65 Licenses
  • APMA® Accredited Portfolio Management Advisor℠

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