Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I am a graduate of Ottawa University with a BA with an emphasis in accounting. I have thirty-five years of financial services experience with banks, savings and loans, and credit unions. I am involved in my community as a member of the Moon Valley Networking Group and the Carefree Cave Creek Chamber of Commerce. In my spare time, I enjoy spending time with my family.
Area(s) of Focus
- Insurance Strategies