Finance Professionals

If you are a financial professional, let's discuss how we can be power partners, with natural wins for your clients and your business. 

One-to-One Appointments are generally held Tuesdays, Wednesdays, and Thursdays in NE Phoenix/N Scottsdale.

With changes from the SECURE Act, it is even more critical that estate plans are designed with funding in mind.  I am delighted to serve clients as a team in your office at your convenience every week day and most evenings.

Finally, I am always willing to speak to any group about wills, trusts, and estates.

Call me on 602-529-1827 or email me at and let's plan a time to meet.