Focus: Business Owners, Insurance Strategies, Retirement Income Planning, Student Loan Refinancing, Financial Education, Risk Management Strategies
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 you need it to be. 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.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
Coaching my son's football team
Affiliations & Memberships
Scottsdale Bible Church
17550 North Perimeter Drive Suite 450
Scottsdale, AZ 85255