Focus: Insurance Strategies, Investment Strategies, Business Owners, Military, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Retirement Income Planning, LGBTQ, Financial Education, Estate Planning
Preparing for the next step in life isn’t always easy.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
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.
BS Business Management
Volunteering and community work
Habitat for Humanities and other local non-profits
Check the background of this investment professional on FINRA’s BrokerCheck
6340 N. Campbell Ave Suite 140
Tucson, AZ 85718