For over three decades, I've had the privilege of helping individuals and small businesses grow and protect their assets. I use a values-based approach to determine the needs and goals of my clients, allowing me to develop a personalized road map to success for each one. I have earned my Chartered Financial Consultant and Chartered Life Underwriter degrees from the American College, which have equipped me with the expertise to serve my clients effectively. I'm happily married and have two grown children who reside in Scottsdale, AZ.