8550 E Shea Blvd
Ste #130
Scottsdale, AZ 85260
480-609-4334
Retirement or 401k Rollover? You and I may have already met. After engaging with Fortune
500 companies and their employees to provide education and advice on their retirement plans, I have
had the opportunity to speak with hundreds of clients across the country and assist them with their
financial goals. Because I have been invited to review and advise on investments for many employers
and their employees, there is a breadth of knowledge that many younger advisors and investment
salesmen do not have. The nearly 20 years of experience you see to the right of this paragraph -->
ensures that you are working with a partner who has helped clients through some of the toughest
markets and financial strains encountered in generations.
We maintain a select number of client and family relationships, and get to know your situation
inside and out. I will help you maximize your wealth by making the most of your company benefits
(401(k) plan, restricted stock, stock options, deferred compensation plans), by managing investments,
through income tax planning, estate and gift planning, and when income is needed: by turning your
investments into a reliable income stream. You can be confident in the advice we give, as we will
gladly put it in writing. As a client, you will receive detailed follow up emails after our meetings
so we can ensure there is no question as to what we recommended, and why. Our meetings are never
just a review of your most recent statement.
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I work with the following types of clients
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Registered Investment Advisor
Registered Representative
Investment Advisor Representative
I am an acknowledged fiduciary
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