Focus: Insurance Strategies, Estate Planning, Financial Education, Business Owners, Retirement Strategies, College Funding Strategies, Risk Management Strategies
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).
Lafayette College (B.A. 2004)
Rutgers School of Law - Camden (J.D. 2007)
4900 N Scottsdale Rd #4000
Scottsdale, AZ 85251