Currently offering a fully virtual investment management platform option to maintain financial responsibility while we all stay healthy and safe! Whether you're just starting out or looking for a change, I am here to help you maintain financial discipline through proper money management to include most employer 401k plans. I believe that identifying financial solutions begins with a solid understanding of each clients situation, goals, objectives and risk tolerance. I follow a disciplined process that enables me to work with you to craft solutions that helps to meet your individual financial needs: Develop a thorough understanding of your financial goals and objectives Review and analyze your current financial situation Identify and tailor solutions that can help you meet your individual needs Implement your customized strategy, including personalized services and benefits Review your strategy, meeting periodically to discuss your goals and needs Whatever your financial goalwhether to grow your wealth, preserve it or pass it on to others, you can count on me to help you with a strategy that is: Personal Highly individualized and committed to helping you achieve financial success Flexible Responsive to changes in your life and in your priorities over time Comprehensive Covering a broad array of investment products and services, with preferred benefits tied to your valued status with me. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Licensed to sell securities in the following states: AZ, CA, NY, & OR The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.