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 or can be held by Teleport video almost any day or time.

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.