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On a Personal Note
Background:
- B.S. from University of
Arizona, Business Administration in Finance.
- Completed the
International Business Program College of Business & Public
Administration University of Arizona, with specialty in
Mexico.
- Authorized agent for The
National Education Association.
- Licenses: Series 7, 63,
65, Life, Health and Disability.
Licensed and practicing since 1997, I
specialize as a financial advisor in the southern
Arizona area. I have incorporated a clientele made of educators,
medical employees, and as well as not-for-profit employees.
I target the clients’ education, allocation, and benefits
allowed by the Internal Revenue Code to meet respective
clients’ needs. I am committed to helping investors
understand their financial decisions and improving their
futures.
Mission Statement :
I strive to provide my clients some of the best financial products and services that the
independent market has to offer. My client's best interest are of
paramount importance when investing their money. I have a thorough
understanding of how much work it takes to earn the money to invest and
strive to treat each client's investment with extreme care. I aim to
provide exceptional service on a day to day basis so that my clients
have the comfort of knowing that their investments are being handled
competently. In addition, I aspire to proceed through my live with a
conscious and moral code of conduct that I hope may bring happiness,
good will and love to all of those individuals that I come into contact
with. I aim to maintain the highest respect from my
friends, colleagues and most importantly clients. I strive to
provide the highest quality of care to my clients so that they will be
proud to refer every friend, colleague and family member to me.
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