Our Qualifications

Below is a list of our background and qualifications in the areas of financial planning to help you pursue your goals.

  • Fee-Based Planning Credentialed with Equitable Advisors to provide Comprehensive Financial Plans to design and develop long term strategies to help meet client goals.
  • Awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning at Wharton School, University of Pennsylvania, 2007.
  • FINRA's Series 7and Series 66 currently held and practicing with clients in Arizona, California, Texas, Ohio, Missouri, Colorado, Nevada, Indiana, Tennessee, and Pennsylvania.
  • Life Insurance & Health Insurance Licenses from Arizona, California, Texas, and Ohio.

My team and I are dedicated to developing lasting relationships with all our clients. We believe in helping each client, business owner, and family become confident in assessing their goals and participating in the financial management process. Our clients greatly value our ability to provide clear, easily understood explanations of financial products and services.