I joined Waddell & Reed as a Financial Advisor in January, 2013. I oversee the financial affairs of my clients with a full complement of investments and insurance products. Other services include financial planning and estate planning. Previously, I was with Edward Jones as a Financial Advisor, since 2009. I earned my Accredited Asset Management Specialist designation in 2010 from the College of Financial Planning.
Previous to Edward Jones I owned/operated three restaurant locations for eight years and was in the restaurant industry in mid-upper level management for 24 years, After retiring from the resaurant industry in 2007, I decided to follow my interest in finance and investments by getting my Series 7 and 66 securities licenses.
I live in North Peoria with my wife Dana & we have lived in Arizona since 1982. We have three married sons and Eight grandchildren from 3 Years - 16 yrs old. All of our children and grandchildren live in the Phoenix area so we are blessed to be a part of their lives.
I have two Advisor Associates, Eva Obregon & King Mah, that work with me to serve our clients.