7047 E. Greenway Parkway
Scottsdale, AZ 85254
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- Free Business Valuation
- Whole Life
- Term Life
- Key Man Insurance
- Brokered Investments
- Medicare Suppliments
- Several Other Life Products
Fundraisers We Support
- Young Entrepreneurs Club
- Military & Veterans Affairs
Hours of OperationMonday - Friday 9:00 am - 5:00 pm
Available to schedule appointments via text, call, or email.
My favorite memories over the last 7 years of my financial career are not of how many clients I helped consolidate over to Wells Fargo, Chase, or Combined--nor are they of the $15mil. petty change account my largest client brought over to Chase due to our relationship.
My favorite memories are of the time I taught three generations of women how to save in a way they'd never thought of before, and of helping my friend grow from a fledgling property manager to financially able to manager over 300 homes over the course of 2 years.
One of the saddest things that this country struggles with is a ton of bad financial advise coming from the majority of professionals in the field. Because of this, close to 69% of Americans have less than $1,000 in savings, according to Forbes, and 50% of Americans 55 or younger have less than $10k put away in retirement, according to Time. In essence, look to your left, or to your right, and chances are either you or the person you see is over leveraged, and passively choosing not to protect their family's/community's future. It's because of this I aim to find financial independence for myself, so that I can show others not only the way--but that it's possible to get there.
My goal is to understand you as a person--your goals, your dreams, what you have, how you earn, how you spend, what you spend on, etc--in order to understand how best to make a plan that works for you. So many advisors out there will show you the tools they have to impress you, but very few will ask you what your purpose is--and a tool without purpose is often forgotten and ignored. Let's work together to find what's useful to each other, and become less scared of imperfections (at the very least less apathetic) so that we can cease to avoid perfecting.
I'm a person passionate about Loving irrationally, and making brokenness into a bit more of a foreign language by the time I die--both of which come with a healthy dose of needed truth and growing perspective--I just happen to use my financial licenses in the process.