How We Work
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone and foundation of success with my clients.
My Process
I create strategies that are tailored to your needs and goals.
My Story
Years of experience have prepared me to guide you through your life transitions.
My Resources
Want to learn more about retirement, social security, or estate strategies? I have a wealth of resources.
Client Relationships Are My Top Piority"My mission is simple: To learn more about you, understand your needs, wants, and goals. I will help you identify the personal financial strategies aimed at improving your lifestyle today and providing the foundation for a sound retirement in the years to come. I understand today’s financial environment, having been in the industry since 1994. I also understand that individuals face unique challenges and have unique financial histories. I look forward to working with you and taking the mystery out of preparing for today and tomorrow." |
ContactScottsdale Office7702 East Doubletree Ranch Road Suite 300 Phone: 1-800-940-0469 Mon-Fri: 9:00 AM - 5:00 PM |