Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332 | (623) 972-3332
My academic training includes an undergraduate degree from the University of California (UCLA). I am a licensed Certified Public Accountant (CPA®) and a certified Personal Financial Specialist (PFS). Prior to becoming a Financial Advisor, I was a Chief Financial Officer for over 25 years with Fortune 500 corporations. I am a member of the Northwest Phoenix Chamber of Commerce, American Society of Certified Public Accountants (AICPA) and Arizona Society of CPA’s® (ASCPA). I grew up in Los Angeles, CA and currently reside in Corte Bella, AZ with my wife, Isabell.
I design portfolios to meet my clients’ particular investment goals and objectives. From traditional equity trading capabilities, to extensive financial retirement or estate planning services. My primary responsibility is to the success of my clients’ investing and economic endeavors.