About My Practice
The centerpiece of my work is developing a plan with my clients that will help them build, maintain and conserve a secure financial life. Sometimes, I work with clients on pieces of the plan-insurance or investments-but my goal for my clients is for every client to have a plan.
Experience
I have worked for many years with clients on their personal financial goals and problems. It seems that most of us have at least one issue that is specific to them and requires extra care and sometimes research and consultation with other professionals. This is a part of my job that keeps it interesting and challenging.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 66
Insurance Licenses
Life insurance: WA, AZ, Health/disability insurance: WA, AZ, Fixed annuities: WA, AZ, Variable annuities: WA, AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - LUTCF, CLU
Broker-Dealer Affiliation
Valic Financial Advisors, LLC
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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