Advisor profile


My approach

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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Small Business
  • Retirement Income Strategies
  • Investment Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • BA Bachelor of Arts - Harvard University 1987 - 1991

Interests

- Spending time with family

- Exploring Flagstaff

- Youth ice hockey in Arizona

- Golf

Community participation

Involved with the Phoenix Coyotes Alumni non-profit supporting ice and sled hockey in Arizona