I provide a broad portfolio of individual life, disability income, long term care insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions.
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
- Special Needs Planning
I am licensed to sell insurance in Arizona, California license number 0I25659, Iowa, Illinois, Minnesota, Kentucky and securities in: Arizona. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 17550 North Perimeter Dr. Suite 450, Scottsdale, AZ 85255 (480) 538-2900.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies
- Special Care