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Details

General Info

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - Sun

Contact Info

Phone:

Main - 480-458-1040

Address:
1968 E Baseline Rd Ste F-104 Tempe, AZ 85283
Email:

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Categories
Accounting Services, Accountants-Certified Public, Financial Planners, Financial Planning Consultants, Financing Services, Investment Management, Investments, Mutual Funds, Tax Return Preparation
Payment Options
cash
Accreditation

Certified

Data provided by one or more of the following: Thryv, Data Axle, Yext.