Financial Strategies
Listening to my client’s needs and providing sound guidance, I help my clients achieve their financial goals, while striving to
take the worry out of retirement. We can assist in the review of:
* Arizona State Retirement System (ASRS) Pensions
* Social Security Strategies
* Income and asset analysis
* Risk Management – Life and Disability Income Insurance, Long Term Care and Annuities
* Estate Planning
Wealth Management Services
Simplifying the complex investment process, we help design an investment program that fits your needs and
individual objectives. Access to actively managed portfolios.
Worksite Benefits and Retirement Savings Plans
As an agent with Broker/Dealer MML Investors Services LLC, I service the local Education, Healthcare, Non-Profit and
Business markets.
* 401(k)’s,403(b)’s and 457(b)’s
* IRA’s - Rollover, Traditional, Roth, SEP and Simple
* College savings - 529’s
* Employee Benefit Packages
Qualifications
• Over 30 years in the Financial Industry. The last 17 years in the Education & Healthcare Non-Profit sector
• Industry designations earned:
* RICP® – Retirement Income Certified Professional
* CLTC® – Certified Long-Term Care specialist
• While at MetLife, 11-time Platinum and Leaders MetLife Conference Qualifier most recently in 2016
• Securities Licenses: Series 7,6 and 63. Licensed to offer Life & Health in Arizona
Personal
• Arizona resident since 1997, married with (2) adult sons
• Active with FAAN – Food Allergy & Anaphylaxis Network
• Volunteer with Boy Scouts of America – serving as Scoutmaster of Troop 818 in Scottsdale