As a Financial Consultant at Stratos Wealth Partners in Prescott, Arizona, I provide 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 Arizona my home for the
past 37 years. With my sons, Jack and Sam, our family time has been spent in the
outdoors; mountain biking, hiking (with our black lab,Yeti), 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