Mission Wealth

Bigger than buying a car, or a home; retirement is the biggest financial decision you make. And many of the decisions that go with it cannot be undone. Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have...

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.

Scientists often cite that more than 300 million years ago, the world was one super continent, Pangea. After time, these land masses broke apart to form the continents we know today.