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About this Representative
I am a Financial Advisor located in Tempe, Arizona. I specialize helping clients who are 50+ and within 5 years of retiring, changing jobs or careers, or already retired. I serve a variety of clientele including K-12 education, health care professionals, small business owners, and families.
I currently hold the Ohio and Arizona life and health insurance license, FINRA series 7, and FINRA series 66.
I attended Northwest high school in Canal Fulton Ohio and earned my bachelors of business administration at the University of Akron in Akron Ohio. While attending college I competed in various financial planning competitions while representing the University.
I volunteer with Junior Achievement. In my free time, I enjoy fishing, hiking, and golf.
Please contact me at (330)418-9629 or at firstname.lastname@example.org as a resource for planning your financial goals.
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Retirement Professionals and the above firms are independent and non-affiliated.