|AREA OF BUSINESS:
||I design personalized wealth strategies for select individuals to help manage risk, tax liability, and provide financial independence for their families.
|THE GENERAL LOCATION:
SW Corner of Scottsdale Rd & Greenway Ave
||Financial Advisor, Assistant Branch Manager
||Prior to being a private wealth advisor, I was a Regional Manger for Lord Abbett & Co, LLC. and a Regional Vice President for SunAmerica Mutual Funds. In both positions, I shared both economic thought and investment solutions with financial professionals and individual investors.
||I am looking to develop mutually beneficial relationships with professionals to share ideas to share attract & retain clients. I have extensive experience and success partnering in client events.