Focus: Insurance Strategies, Charitable Giving, Risk Management Strategies, Financial Education, Retirement Income Planning
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
BA Biology Greenville University (1994)
BA Education Harris Stowe (1996)
6340 N. Campbell Ave Suite 140
Tucson, AZ 85718