I’m a well known trusted retirement and income planning specialist in the Phoenix, Arizona area. I use a team approach to develop solutions for clients’ retirement security.
My partners include ethical and successful professionals in several disciplines, including: estate planning and elder law certified attorneys, registered investment advisors and securities experts, accountants and tax planners.
We work together to achieve optimal expertise so that our clients can enjoy financial peace of mind during retirement.
I’m married and have (5) Boys and (11) grandchildren, which they are the joy of my life and also keeps me busy.. I love spending time with my family and friends traveling, experiencing the different cultures and their lifestyles…I enjoy working hard for both family and my clients.
Being in the entertainment field before settling into my present occupation, it has led me to be the worship director of my church family in Phoenix, Arizona.
LICENSES & ACCREDITATIONS
- Life & Annuity
- Retirement Planning Specialist
AREAS OF EXPERTISE
- Retirement Planning
- Asset Protection
- Tax Reduction