Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Retirement Strategies, Financial Education, Risk Management Strategies
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Check the background of this investment professional on FINRA’s BrokerCheck
17550 North Perimeter Drive Suite 450
Scottsdale, AZ 85255