Insurance Strategies, Business Owners, Charitable Giving, Group Benefits, College Funding Strategies, Financial Education, Retirement Strategies
English, Spanish
Preparing for the next step in life isn’t always easy. I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge of retirement income solutions, estate strategies, employee benefit, and retention services, business continuation strategies, and trust services. My personal goal is to become a lifetime resource for each and every client so that they can protect those they love.
I am licensed to sell insurance in AZ & CA.
Coverpath
- Get a quote for term life insurance
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Palm Beach Atlantic University (2004-2007)
Grand Canyon University (2019-2021) Bachelor'
s in Applied Business Analytics.
Cystic Fibrosis Foundation
Feed My Starving Children
American Foundation for Suicide Prevention
Alzheimer'
s Association
The Leukemia &
Lymphoma Society