About

As an independent consultant, I have been providing practical solutions for families and their businesses; assisting them to secure their retirement in the most tax efficient means possible. I have access to a plethora of financial and tax products with over 30 years of successful practice (23 years in Arizona) to help you achieve peace in your decision to engage my service.

Maintaining my professional licenses requires completion of continuing education programs, adherence to codes of ethics and standards of practice. I have continually exceeded these requirements and strive to maintain the highest degree of awareness to serve all money and tax concerns that may arise during our relationship.

I make great efforts to assure you that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My continual investment of time and resources in professional continuing education, state-of-the-art computer systems and extensive business relationships is indicative of my commitment to the integrity of our relationship.

Memberships include:

• Arizona Society of Certified Public Accountant
• American Institute of Certified Public Accountants
• National Society of Accountants
• Financial Planning Association of America
• Money Concepts International Financial Planning Network
• National Association of Securities Dealers

Other Professional / Community Affiliations include:

• Scottsdale/Phoenix Executive Association
• Kiwanis Club of the Biltmore (Phoenix)
• Maggie's Place Board Member and Treasurer (A house of hospitality for homeless, pregnant women - Arizona and Idaho)

I am independently contracted with the FINRA member firm Money Concepts Capital Corp. (MCCC). Money Concepts is a privately owned, international financial planning broker. As they are completely independent, they do not make markets for securities, maintain no inventory and avoid conflicts of interest in all associated investment companies represented to maintain the highest degree of integrity and fairness. This relationship provides me access to a worldwide network of hundreds of highly skilled like minded professionals. Since my affiliation with Money Concepts in 1996, I have consistently been in their top 100 producers worldwide. This is a testament that I am able to find the right solution for YOU.