6263 North Scottsdale Rd Suite 140
Scottsdale, AZ 85250
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 needs, and more importantly, their future needs.
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB.
San Jose State University
- Insurance Strategies
- Business Owners
- Investment Strategies
- Retirement Income Planning
- Financial Education
- Retirement Strategies
- Student Loan Refinancing
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