I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach.

Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success.

My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.

Firm Start Year

2001

No.of Employees

5-9

CRD#

5343116

Firm CRD#

5343116

Insurance License#

894743

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, IN, MN, CO, TX, FL, WA

Years of Experience in Financial Services

12

Number of Years with Current Firm

10

Work Experience

After 13 years in a corporate position here in Tucson, I decided to pursue my own practice. After eight years, I couldn't be happier that I made that decision. My life experiences are far and wide and provide a solid basis from which to advise my clients in their financial affairs.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Investment Types

Commodities, Mutual Funds, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Options & Futures, Bonds, Insurance, Annuities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Our Office, Via Phone

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Bachelor's Degree - Engineering

Rose Hulman Institute of Technology
September 1989 - May 1993

Master's Degree - Engineering

University of Southern California
September 1995 - May 1997

MBA - Finance & Strategy

University of Arizona
August 1999 - August 2001