About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: AZ,CO,NH,PA,WA, Health/disability insurance: WA, Fixed annuities: AZ,CO,NH,PA,WA, Variable annuities: AZ,CO,NH,PA,WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Senior Investment Management Specialist Financial Planning Specialist
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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