Devan J. Theiler

Credentials:
  • JD**

Focus: Insurance Strategies, Estate Planning, Financial Education, Business Owners, Retirement Strategies, College Funding Strategies, Risk Management Strategies

Languages: English

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 total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I am licensed to sell insurance in Arizona.  I am also a licensed, but not practicing, attorney in New Jersey.  I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual).

Education

Lafayette College (B.A. 2004)
Rutgers School of Law - Camden (J.D. 2007)

See Devan’s Licenses and Disclosures

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GoldBook Financial

Main Office

4900 N Scottsdale Rd #4000
Scottsdale, AZ 85251

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CRN202207-267436