An independent investment advisor acting as a fiduciary on a fee-only basis.
Experience:
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Independent Registered Investment Advisor from 2015 to the present
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Chartered Financial Consultant from 2007 to 2022
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Chartered Life Underwriter from 2007 to 2022
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Certified Financial Planner from 2008 to 2022
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Manager of Arizona Federal Credit Union’s Life, Disability, and Long Term Care Insurance Department 2007-2013
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Manager of Arizona Federal Credit Union’s Financial Advisors 2009-2013
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Board Member of the Greater Phoenix Society of Financial Service Professionals 2014 and 2015
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First Credit Union Supervisory Committee from 2016 to 2020 (Chair from 2018 to 2020)
Client accounts totaling between $1,000,000 and $5,000,000 are managed for an annual 1.50% fee.
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ADV Disclosures
Financial advisor, Wealth management services, Personal wealth management, Private wealth manager, Wealth manager, RIA investment, Fee-only financial planners, Retirement planning, Investment advisory firm, Financial advisory firms, Financial planner, Wealth management group, Estate planning, asset management, financial wealth manager, investment management, flagstaff, arizona, az