The journey to retirement can be a daunting one. At One2One Wealth Strategies we help people of every income level and life stage prepare for their financial future.
We do this through education, plain and simple. Not only because we have many clients who are educators, but because we realize that the world of finance is a complicated one, and your money is important to you. Knowledge is powerful, and with that power comes the strength to confront the fears associated with market volatility and your money; past, present, and future.
As the Director of Operations, a primary goal of mine is to help bridge the gap between the complicated world of finance and the complicated world of you, and to do so in a meaningful way that is easy to understand. My background is in education and I have been a One2One client since the early 1990’s. My objective is to help people reach a level of comfort and achieve their retirement goals and dreams through merging these two vocations.
I graduated from the Crane School of Music at Potsdam State University with a B.M. in Music Education and moved from New York to Arizona in 1985 to get my M.M in Saxophone Performance from Arizona State University. In 2003 I received my M.A. in Educational Leadership from Northern Arizona University and relocated from the classroom to the principal’s office. After retiring from a rewarding career in education (17 years as a teacher and 13 years as a principal) in 2016, I worked in the wine industry for several years before joining the One2One team.
My beautiful wife, Sherri, is an incredibly talented hairstylist and has just launched a new business venture for young stylists called On Point Hair Academy (www.onpointhairacademy.com ; www.hairbysherriaz.com ). We enjoy spending our free time traveling, visiting family and friends, exploring the great State of Arizona, and hiking/exercising as often as possible.
Helen Keller once said, “A well-educated mind will always have more questions than answers”, so when you are looking at your portfolio and realize you have a laundry list of questions, it is just life’s way of telling you how smart you are. Stay focused on the next step, not the whole path, and understand the path to your financial security and retirement goals starts with One2One Wealth Strategies.
18001 N. 79th Avenue
Glendale, AZ 85308
Phone: (623) 850-0016
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910