Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I’ve been a financial advisor for over 10 years and with Waddell & Reed since 2013. As a financial advisor I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.
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.