MBA, CFBS, RICP®, AIF®, CLTC, BFA
Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning, Business Owners, Financial Education, Retirement Strategies, Student Loan Refinancing
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
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Arizona State University
University of Phoenix
The American College of Financial Services