Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits, Risk Management Strategies, Retirement Income Planning, Business Succession Planning, College Funding Strategies, Estate Planning
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 needs, and more importantly, their future needs.
I was inspired to become a financial advisor after managing a family business for several years. I was able to see how the busy lives of the business owners and employees prevented them from planning for their future. I wanted to make a difference helping people plan their financial future while they lived their own busy lives. My goal is to help people create, grow, and protect their wealth. So, they are able to worry less about money and more about what matters to them.
I am an Eagle Scout and continue to volunteer as a leader with the Boy Scouts of America. I enjoy Basketball, Football, Camping, Hiking, and spending time with my wife and 4 children.
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4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251