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, and more importantly, future needs.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

Implement your strategy with products and services that help meet your needs.  

 

I am licensed to sell insurance in: AR, AZ, CA, CO, CT, FL, GA, IL, LA, ME, MI, MO, NC, NH, NM, NY, PA, SD, TN, TX, and WA. Domiciled in AZ, CA Insurance License Number OIO7740. Arkansas Producer Insurance License Number 8103641. 

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250, 480-538-2943.

 

Education

University of Arizona (2000-2004), The American College, CLU, ChFC (2010-2024)

Hobbies

Golf, hiking, traveling

Affiliations & Memberships

Million Dollar Round Table (MDRT) - Qualifying Member 2017-2024, NAIFA Quality Award - Life Insurance and Annuities 2015-2024, Who's Who in America - Financial Planning 2019-2024