As a Financial Consultant at Stratos Wealth Partners in Prescott, Arizona, I will provide you a wide range of services. I want to LISTEN closely to what you have to say. I want to UNDERSTAND what's important to you and what you have planned for your life. This will help me CLARIFY your specific goals and objectives. Once I've clarified your goals and objectives, we'll work closely together to develop an Intelligent Financial Strategy that makes the most sense for your specific situation.
I am originally from Detroit, Michigan, but have called Prescott and Arizona my home for the past 27 years Along with my wife, Jeanine and our sons, Jack and Sam, we spend our family time in the outdoors; mountain biking, hiking, camping and running up and down soccer fields.
Contact me today and let me LISTEN, UNDERSTAND, and CLARIFY your specific goals and objectives to work toward your success through every life event, every stage of the investment planning process, every triumph and every challenge.
My Experience
- 6/2015 - Present Stratos Wealth Partners
- 5/2009 - 6/2015 Wells Fargo Advisors LLC (Purchased Wachovia Securities LLC)
- 1/2008 - 5/2009 Wachovia Securities LLC (Purchased A. G. Edwards)
- 12/1997 - 1/2008 A. G. Edwards & Sons
My Education
- Bachelor of Science in Aeronautical Studies Management — Embry Riddle Aeronautical University
- Licensed Series: 7, 10, 63 through LPL Financial, 66 with LPL and Stratos Wealth Partners
My Community Involvement
- Kiwanis Club of Prescott
- American Youth Soccer Organization
- Sharlot Hall Museum
- Prescott Mountain Bike Alliance
My Areas of Focus
- Retirement Planning
- Estate Planning Strategies
- IRAs & IRA Rollovers
- Education Funding