Focus: Investment Strategies, Business Owners, Insurance 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. Contact me to discuss your financial future.
I am a 17 year resident of Mesa, AZ. I cherish the time I’m able to spend with my wife Jeanette and my 6 children while we play ball outside, go swimming, camping, or hiking together, or stay at home tending our chickens and gardens. In addition to the time I spend with family and work, I enjoy serving as the Scoutmaster in our local Boy Scout Troop 357. I was fortunate to meet my then future wife while attending BYU Hawaii, but then completed my education with a BS at Brigham Young University-Provo, an MA from Johns Hopkins University, and finally an MBA from Arizona State University.
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4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251