Experience

Wealth For Life

• Australia
• Financial Services
• 1 - 100 Employee

• President

  • Jan 1999 - Present

  United States

• Financial Advisor

  • Jan 2001 - Present

  Scottsdale Az My specialty is collaborating with clients and working with them to develop strategies for tax efficiency, growth and stability. I will carefully go through the pros and cons of every strategy we discuss and you, the client pick what you like and don't like. Helping you reach your financial goals, plan for retirement, and protect what you have from taxes, inflation, and medical expenses. • Host, Wealth For Life radio show. • Specialist in Indexed Life Insurance… Show more My specialty is collaborating with clients and working with them to develop strategies for tax efficiency, growth and stability. I will carefully go through the pros and cons of every strategy we discuss and you, the client pick what you like and don't like. Helping you reach your financial goals, plan for retirement, and protect what you have from taxes, inflation, and medical expenses. • Host, Wealth For Life radio show. • Specialist in Indexed Life Insurance, retirement planning, and tax free retirement.



Pacific Benefits Group Southwest, LLC

• Independent Health Insurance Agent

  • Jan 1999 - Dec 2000

  Provided health insurance plans for individuals and small businesses.