As a Technology Executive for 20+ years, I have lived through the daily pressure and demands of hard-working professionals. My experience with planning, organizing, leading and managing financial responsibilities created a natural path to the Financial Services industry. At Intouch Wealth Advisors, I interact with clients to articulate objectives, priorities and document their financial vision. I then collaborate on wealth accumulation strategy, planning, investments, retirement income and legacy. I am detail oriented and will personally help you monitor progress.
I have earned a Series 6, 7, 63, and 65 securities registrations, a Life/Accident/Health and Sickness license and The Chartered Special Needs Consultant (ChSNC) Professional designation.
I was born in the Chicago area and earned a BS degree in Electrical Engineering degree at Iowa State University. My wife and I moved to Arizona in 2004 after living in Florida, Washington and Colorado. I enjoy golf, reading, spending time with my three children and a growing collection of grandchildren.