One of the most important lessons I learned as a student at Arizona State University is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.
While I’ve been helping my clients (affluent individuals, professional athletes and families and their closely held entities) meet their financial goals for over 10 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services.
I currently hold the Series 7 and Life and Health licenses and was awarded the 2015 Five Star Wealth Manager award*. I serve in a variety of community and professional activities and am currently involved with Future for KIDs and Helping Hands for Freedom. I graduated with a Bachelor of Science degree from Arizona State University. Contact me today to arrange a meeting. Working together, we will create a plan to help meet your needs
*The Five Star Wealth Manager award is based on 10 objective criteria. The award is not indicative of the award winner’s future performance. For more information on the Five Star Program and the research and selection methodology, click here.