President/Retirement and Tax Advisor
2815 South Alma School Road, Suite 103
Mesa, AZ 85210
As a licensed professional since 1965, I have developed a specialty in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts. I am very educated and experienced in financial matters that are of concern to my clients.
I attended the University of Illinois, taking advantage of all the insurance courses offered while pursuing my degree in Business Administration and graduating in 1965. I am licensed Series 65, Investment Adviser Representative and I also hold an Arizona Insurance License. I am dedicated to keeping current with all market trends and as well as keeping current with all required Continuing Education.
I have assisted all individuals to preserve and protect their capital, potentially increase their income, and help them to better organize their investments. By using investable asset reallocation, I have helped clients reduce taxation on their income thus creating more spendable income while providing asset protection and minimizing risk. To avoid the many pitfalls that many investors encounter, schedule a free consultation with me at my office.
My clients appreciate my attention to detail, good listening skills, empathy and communication. I am effectively supported by a team of administration, investment product specialists and insurance product specialists whose teamwork and professionalism enable me to more effectively help my clients. My goal is to build long-term relationships while providing advice with my client’s interests first.
I currently reside in Sun Lakes, AZ with my wife, Sharon. On the weekends, we like to travel through the state of Arizona.