About Myself

I believe that my background, experience and exceptional people skills will make me a valuable resource in assisting you with your personal financial needs. 

My past experience includes business leadership, corporate finance and providing cost-effective solutions.  My career in information technology spanned a variety of industries, including some Fortune 100 companies.

My objective to visit with individuals that I believe will benefit from my experience in the financial services industry.

It is impossible to do a proper job of understanding your needs and crafting solutions to meet those needs on the phone or through the mail/email. So, simply call my office, (480) 638-2209, to schedule an appointment. We can meet at your convenience for 20 or 30 minutes at my office or over a cup of coffee.

Remember, there is no cost for this service and no commitments or obligations on your part.  After our initial meeting, it will be totally up to you if you wish to invite me back to get more detail on solutions that meet your needs.

All I'm asking for is a little bit of your time and an opportunity to show you what I can do for you. So, what do you have to lose?