I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
As a significant part of my practice, I work closely with employees of not-for-profit entities. I have been an 11 year resident of Phoenix and have appreciated the opportunity to develop relationships with individuals whose lives have taken them into other regions of the country, where I still provide service to them and peers they have introduced to me.
Serving as an advisory board member to Grace and Mercy Family Ministries, I also enjoy time outdoors with my wife Kristi and two young daughters Vanessa and Abigail in our free time.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies