My Profile | Network In Action
  • Basic Information

  • Company
    LPL Financial- Kingdom Wealth Advisors
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    I became an Independent Financial Advisor to allow a more personal approach to my client's investment needs. I help with any financial goal a household or a business may need. My firm consists of only 3 advisors with a combined total of 70 years of portfolio management experience.
  • Profession
    Wealth Management
  • Title
    Financial Advisor
  • Hobbies and interest
  • Education

  • College / University
    Arizona State University
  • Graduation Year
  • Describe How You Would Like To Be Introduced Via Email
    I like people to not be overwhelmed at the thought of talking to a pushy salesman. I try to treat potential clients like I would want to be treated. Please refer them to me with an understanding that I would provide the best possible advice even if they decided not to become a client.