Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Professional

 EDUCATION IS KEY!!

My team and I have devoted a great deal of time and energy into educating different sectors of our local business & charitable  community. We have spoken (and will continue to speak) to organizations we believe in such as : The Arizona Cancer Treatment Center of America, Phoenix Children's Hospital, Maricopa Bar Association, many lawfirms and accounting firms, The North Central Parenting Group, etc. This ensures that the Key Members of these organizations are armed with the right tools to make important financial decisions for themselves (and clients) while still focusing on their personal work/life balance.

 

 

 

Education

Degree Major Institution
Bachelor of Science Communication UC Santa Barbara
Chartered Life Underwriter American College