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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.
Hours
Regular Hours
Mon - Fri:
Sat - Sun:
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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
Accreditation

Certified

Other Information

Certifications: Certified Public Accountants

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