Preparing for the next step in life isnt always easy. My combination of experience, professionalism and access to 360 degrees of wealth management services from Fortune 100 resources can help meet your vision and goals. Whether you are a business owner with complex planning needs or an individual family whose goals may include preparing for milestone life events like college funding or retirement, I promise you a new level of attention, insight and capability. Feel free to contact me anytime and we can sit down together in person or over a Zoom virtual web meeting to create your customized plan. Required Disclosures: I am securities licensed in Arizona, California, Nevada, Utah, Florida, Texas, Washington, Illinois, South Carolina, Ohio, Alabama, Alaska, Colorado, Michigan, Tennessee, Kansas, Pennsylvania and Wyoming (CRD# 10409). If I need to add another state licensure based on your geography, please communicate that and I can do so. I am a registered representative of and offer securities, investment advisory and financial planning services through -- MML Investors Services, LLC, member SIPC (www.sipc.org). I am also currently licensed for facilitating life and health insurance in Arizona, Nevada, Alabama, Arkansas, Colorado, Florida, Georgia, Utah, Louisiana, Montana, Ohio, Pennsylvania and California. My CA Insurance license number is: 0F44230. My supervisory address is: 17550 N. Perimeter Drive, Suite 450, Scottsdale, AZ 85255. Phone: 480-538-2900. DFG Private Client is not a subsidiary of MML Investors Services, LLC or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company. 