As a Financial Consultant, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. Before entering the financial services industry, I graduated from Aurora University with a degree in Business and worked as a trading assistant with Oberweis Asset Management. I have accumulated over 16 years of experience within the industry helping my clients achieve their financial goals. Now a Financial Consultant with the Arizona office of the Private Member Group, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn’t end there. I have been an active member of the community for nearly 15 years. I am currently involved with the ALS Association of Arizona and a dedicated volunteer to my children’s school. Away from the office, I also enjoy martial arts, hiking, reading and spending time with my daughters.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Registered Branch phone number: (574) 400-4780