
Financial Advisor at Northwestern Mutual
Phoenix, Arizona Area

Financial Advisor at Northwestern Mutual
Phoenix, Arizona Area
As a financial advisor, I look first to understand immediate needs and your vision for the future. It says a lot about you. And like you, your needs and your vision are unique. Therefore, my approach is to help you shape them and attain them.
Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.
Personal Needs Analysis : Business Needs Analysis : Estate Analysis : Retirement Solutions
(Privately Held; Financial Services industry)
April 2000 — Present (9 years 9 months)
I joined Northwestern Mutual Financial Network in April of 2000 as a Financial Representative. I have spent the last eight years helping professionals and business owners with their risk management and wealth accumulation. Over the years, I have acquired numerous licenses and designations including: life and health insurance licenses, securities licenses, the CLU® (Chartered Life Underwriter) designation, the ChFC® (Chartered Financial Consultant) designation and the CFP® (Certified Financial Planner) certification. I am committed to providing the best service to his clients and helping them reach their financial goals.
Acting, Mountain Biking, Camping, Yoga, Pilates, Reading, Writing, Watching Movies
National Association of Insurance and Financial Advisors, Scottsdale Young Estate Planners, Arizona Animal Welfare League
National Quality Award, 2006