17550 North Perimeter Drive Suite 450
Scottsdale, AZ 85255
Preparing for the next step in life isn’t always easy. I pride myself on 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 of retirement income solutions, estate strategies, employee benefit, and retention services, business continuation strategies, and trust services. My personal goal is to become a lifetime resource for each and every client so that they can protect those they love.
I am licensed to sell insurance in AZ & CA.
Palm Beach Atlantic University (2004-2007)
Grand Canyon University (2019-2021) Bachelor's in Applied Business Analytics.
Cystic Fibrosis Foundation
Feed My Starving Children
American Foundation for Suicide Prevention
The Leukemia & Lymphoma Society
- Insurance Strategies
- Business Owners
- Charitable Giving
- Group Benefits
- College Funding Strategies
- Financial Education
- Retirement Strategies