17550 North Perimeter Drive Suite 450
Scottsdale, AZ 85255
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as it needs to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters to most to them. This helps me recommend products and strategies designed to meet their current and more importantly, future needs.
I offer total financial needs analysis, including access to trust services through a network of experienced professionals with detailed knowledge in:
- Advisory services, retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am licensed to sell insurance in: AZ and securities in: AZ.
Grand Canyon University (2016-2020)
- Insurance Strategies
- Retirement Strategies
- Financial Education