Professional Background
I received a Bachelor of Science degree in business administration from University of Arizona, Eller College of Management. I passed the Series 7, 8, 31, 63 and 65 securities exams and earned the Advanced Wealth Manager, Certified Exit Planning Advisor and Certified Plan Fiduciary Advisor designations. The AWM program is designed to help clients accumulate, protect, enjoy and transfer wealth, with a focus on the sophisticated knowledge and skills necessary to gain deeper understanding of my clients’ financial needs and goals. The CEPA designation helps me work with business owners on understanding, planning for and maximizing the value of their business. Exit planning as a business strategy is a large component of this designation, and I help clients build and preserve family wealth for generations to come. Finally, the CPFA designation demonstrates my knowledge and commitment to working with retirement plans, providing me with the knowledge to help fiduciaries manage their roles and responsibilities.
Personal Background
My wife, Janet, and I moved to Tucson from the Chicago area in 1993. I’ve been involved as a board member for The First Tee of Tucson and The Tucson Conquistadores Foundation, which supports southern Arizona youth athletic programs. We have two adult daughters and two dogs. In my free time I like to play a game of golf, travel and read a good book.
