I’ve spent close to 30 years in this profession, always as an independent advisor, in the Phoenix/Scottsdale area. I work with closely held business owners, professionals, retirees, and people getting ready for that next chapter whether that is planned or unplanned. My certifications and experience provide me with the expertise to advise on the personal side of financial planning, and for business owners - their greatest assets after their families - the business and the ability to make money.
While I’m not working, I like to play golf, walk my dog Aden, and spend time with my wife of 40+ years. I am a Chartered Life Underwriter and a Certified Plan Fiduciary Advisor.
