Covering the following branches:
Phoenix - Monroe St.
Gilbert - Guadalupe Rd.
Gilbert - Queen Creek Rd.
Tempe - Southern Ave.
Biography
I have been working in the investment management business since 1995 and have been affiliated with LPL Financial since 2008. Over the years, I’ve had the privilege of helping clients like you navigate the complexities of wealth management. I specialize in providing a wide range of services, including retirement and education planning, insurance analysis, wealth transfer techniques, and investment strategies.
To better serve you, I’ve completed extensive training to earn the Chartered Retirement Planning Counselor (CRPC®) designation, conferred by the College for Financial Planning. This certification reflects my commitment to delivering knowledgeable and personalized guidance tailored to your unique financial needs.
Born and raised in Ohio, I now call Arizona home, where I enjoy being an active leader in the community. I’ve served in various civic and charitable organizations and on committees with my local church. In the summer, you’ll often find me coaching baseball or spending quality time with my wife, our two daughters, and our son.
Background
I am registered with FINRA through LPL Financial with Series 7, 63, 65 and 24 securities registrations. I am also licensed in Arizona for Life, Accident & Health, Variable Life and Variable Annuity Insurance.
CRPC conferred by College for Financial Planning