Experience

Spivak Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Advisor

  • Oct 2021 - Present

  Scottsdale, Arizona, United States Financial Advisory Firm Offering Comprehensive Wealth Management, IRS Rule 72(t) Income Planning and helping individuals to retire debt free.



Centaurus Financial, Inc.®

• United States
• Financial Services
• 100 - 200 Employee

• Senior Investment Advisor

  • Oct 2021 - Present

  Scottsdale, Arizona, United States Financial Advisory Firm Offering Comprehensive Wealth Management, IRS Rule 72(t) Income Planning and helping individuals to retire debt free.



Ensign Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jun 2019 - Jan 2022

  Gilbert, Az My team and I have been helping people retire as efficiently as possible using financial strategies and actuarial science principles. We have been doing that for over 50 plus years and have no complaints. We focus on a holistic approach to planning where we can ensure your whole financial house is in order. We can help you with any of your insurance needs and aim to ensure that your money is doing something for you and that your taxes and estate are in order. We are like your financial… Show more My team and I have been helping people retire as efficiently as possible using financial strategies and actuarial science principles. We have been doing that for over 50 plus years and have no complaints. We focus on a holistic approach to planning where we can ensure your whole financial house is in order. We can help you with any of your insurance needs and aim to ensure that your money is doing something for you and that your taxes and estate are in order. We are like your financial quarterback. We can help you with everything or just one area of need. Whatever you need we can do for you. Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Apr 2016 - May 2019

  Tempe, Arizona I helped clients navigate the retirement process by using financial plans and other insurance products. We used Monti Carlo simulations and other financial planning software to help our clients retire and invest. We have strategic partnerships with other financial professionals (CPA'S and Lawyers) to help ensure that we can take care of all your needs.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Investment Specialist

  • Jan 2011 - Apr 2016

  tempe ARIZONA I helped my clients and transition from employment to either retirement or a new job. I worked with the employers to help transition their benefits into there own name. I helped mainly the aerospace industry and there employees retire. I also delivered the death benefits for groups that had out group life insurance. So I would help the beneficiaries navigate the process of loosing a loved one and help make sure that all our promises are being kept.



CDS Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Insurance Agent

  • Jan 2009 - 2011

  Phoenix, Arizona Area I helped service the clients of the insurance brokerage. I also helped cross sale the current business and personal clients to other products and services they offered. I also brought in new clients into the firm.



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Assitant Manager

  • Sep 2006 - Jul 2009

  Phoenix, Arizona Area Helped run a Enterprise Rental Car Branch. I helped with the accounting, marketing, sales and fleet management. I also help managed the other employees and set their schedules. I was the second in charge and with all the other managerial duties. I was top 3 in sales every year I was there at the company.



Fridays Front Row Sports Grill

• United States
• Entertainment Providers

• Bar Manager

  • Mar 2000 - Mar 2006

  Phoenix, Arizona Area Managed the Bar at the Ball park where the diamond backs play. I have been there for some crazy times. I was the assistant manager so I helped with all the managerial duties on a daily basis. We were the busiest Fridays in the whole state!



U-Haul

• United States
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Aug 2005 - 2006

  Phoenix, Arizona Area I helped set reservations for U-Haul trucks across the country. I would answer phones and take reservations for trucks trailer and storage units. We would also help with service issues and problems ,we would dispatch help as well. I was in the top 3 for completed reservations and accuracy.