Financial/Investment Advisor Business & Professional Services / Shop Marana
Monday - Friday: 8:00 am - 5:00 pm
Evenings and Saturdays by appointment
In the Fry's shopping center at Silverbell Rd and Cortaro Rd
I have always felt that I have been ''wired'' to help people. While working as a firefighter, I got started investing myself after a Lieutenant that I worked for introduced me to his ''guy'' (financial advisor) when I was about 20 years old. I developed a fascination with the markets and investments and soon was doing my own research. When I was retiring from the fire department after 25 years, I knew that I wanted to continue to work with and help people. Combining my interest in finance and desire to help others as an Edward Jones advisor has been a great fit.
What sets us apart is our holistic approach with each client to address current goals and anticipate those in the future. We look to build partnership with our client's tax planners and estate planners. Our clients can expect thorough financial planning, consistent and responsive communication, anticipating needs as we work together towards their goals. We build security and success for our clients, giving them peace of mind in their financial futures.