Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. 

I offer total financial needs analysis through a network of experienced professionals with expertise in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
• Special Needs Planning

I am licensed to sell insurance in Arizona, California license number 0I25659, Iowa, Illinois, Michigan, New Mexico, Tennessee and Kentucky and securities in: Arizona and Illinois. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 17550 North Perimeter Dr. Suite 450, Scottsdale, AZ 85255 (480) 538-2900.