I help clients during the four phases of their financial lives: creating and growing their wealth, preserving and protecting their wealth, planning for distributions during their lifetime, and planning for tax-efficient distributions at their demise. I address these phases through the use of 13 ...more

I help clients during the four phases of their financial lives: creating and growing their wealth, preserving and protecting their wealth, planning for distributions during their lifetime, and planning for tax-efficient distributions at their demise. I address these phases through the use of 13 wealth management issues, which clients have told us are among their most prevalent concerns, all while operating within our core values of honesty, integrity, loyalty and service. Since 2004, I have developed comprehensive wealth management strategies for more than 200 affluent families with more than $350 million in assets under management. Prior to my work in the financial services industry, I spent 25 years in senior leadership positions with Fortune 500 companies. I graduated from the University of Michigan with a bachelor’s and master’s degree in electrical engineering. I also earned an MBA from the University of Missouri. I provide estate and business planning and tax minimization strategies to affluent families and business owners. I help clients determine their objectives for business and estate planning and then work with them and their advisors to take action to complete the plan. I serve as the catalyst in the planning process. I am committed to developing strong, long-term relationships with clients, their families, businesses and advisors, providing the best possible service and products to them. I provide this service with the highest level of integrity. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Financial consultations are free with no obligation. To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn. I am a Macro Asset Perspective (MAP) Certified Financial Professional. View http://bcove.me/52wtl11i Registered Office: Arizona General Office, 14850 N Scottsdale Road, Suite 400, Scottsdale, AZ 85254. Telephone 480-840-2000.less