Personal Business Philosophy
My business is based on close personal relationships. I equate the
relationship with my clients not merely as an investment advisor but as a
“personal financial coach” who provides comprehensive financial education
and management.
Licensed In
AZ, CA, CO, ID, TX, WA
Financial Licensed in
AZ, ID, TX
Professional Background
2000 Began work in the Tax Planning and Preparation Industry
2014 Began work in the Insurance Industry
2020 Began work in the Financial Services Industry
Education: Master’s Degree in Accounting
Personal Background
Family: Married to Kathryn for 34 years, five children and three grandchildren
Community Involvement: American Legion, VFW
Military Service: United States Marine Corps 1984 – 1990