For more than twenty years, I’ve been helping my clients develop strategies for pursuing their financial goals. I hold series 7 and 65 securities registrations and I am life and health insurance licensed in Arizona. I have experience in servicing the pre and post retirement needs of investors including sources of retirement income, planning for long term care, estate planning, asset management and investment strategies. I am a graduate of Northern Arizona University, an alumnus of Salpointe High School and a Tucson native.
Value Proposition Statement:
I help people with investments and financial planning. I work with my clients to learn their values to help ensure their goals and plans for their family are carried out as they wish. I explain investments and strategies in laymen’s terms until I am confident that my clients understand what they are and why they are being utilized for their personalized plan. The foundation of my practice is based on ethics, honesty, professionalism and empathy.
My focus is to establish a plan to stay in routine contact with my clients which includes newsletters, timely reports, email alerts, phone calls and face-to-face meetings. My process, along with detailed investment and financial planning services are the cornerstones to my practice.
- Advise Based Relationships
- Business Services including Retirement Plan and other Group Benefit Services
- Retirement Planning
- Education Funding
- Investment Planning
- Risk Management including Life, Health, Long Term Care, and Disability Insurance
- Tax Strategies including: Investments and Charitable-Giving Strategies
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18