Covering the following branches:
Phoenix - Happy Valley Rd
Glendale - Union Hills Dr
Glendale - ASU West
Scottsdale - Scottsdale Rd
Biography
My financial career began with Merrill Lynch in 1991, and I later joined OneAZ Wealth Management in 2004. To better serve clients, extensive training was completed in 2011 to earn the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Originally from the Chicago area, I earned a Bachelor’s Degree in Finance from the University of Iowa before making the move to Phoenix.
Outside of work, I love spending time with my wife and two sons, enjoying sports, and playing golf. I am also dedicated to giving back to the community and am passionate about helping families with a wide range of financial needs.
Background
I am registered with FINRA through LPL Financial with Series 7, 63 and 65 securities registrations. I am also licensed in Arizona for Life, Accident & Health, Variable Life and Variable Annuity Insurance, which allows for providing comprehensive guidance.
CRPC conferred by College for Financial Planning.