Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, Estate Planning, Group Benefits
Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I am dedicated to making a difference in people’s lives. Protect those you love.
Arizona State University W.P. Carey School of Business (2018-2020)
St. Mary's Food Bank
Valley of the Sun United Way
4900 N Scottsdale Rd #4000
Scottsdale, AZ 85251