Focus: Insurance Strategies, Investment Strategies, Risk Management Strategies, College Funding Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
My free time is spent with my wife, Jamie, and our two daughters, Colette, 4, and Delaney, 2, while trying to maintain a respectable handicap on the golf course and writing television and movie scripts. In addition, watching my Green Bay Packers fall painstakingly close to the Super Bowl has become an annual tradition.
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4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251