Experience

GoldBook Private Client Group

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Executive

  • Jan 2021 - Present

  GoldBook Financial North Scottsdale (formerly Financial Health and Security Advisors, LLC.) provides Financial Health and Security products and services. In short, this means, Promises Kept. Our passion is to advocate for you, the client, your family and your business. Our firm has developed a process to identify, design and solve sophisticated insurance and benefits solutions. Our goal is to earn your trust for a lifetime. In my role as an Wealth Management Executive, I'm responsible for leading a team of talented professionals who provide a consultative approach to wealthy and high-profile families who face relatively more intricate risk management needs. Our expertise is measured in experience. We've developed a suite of solutions meant to complement plans already established by agents, accountants and legal professionals. It's our mission to give back to the community where we live and work. By supporting and serving families in need over the years, we've extended our reach far beyond imagination. I'd like to invite you to explore some of the organizations we support further on our website at https://goldbookns.com/



The PLANit Group

• Scottsdale AZ

• Founder - Wealth Management Executive

  • Jun 2017 - Jan 2021

  Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Professionals promise to offer you a new level of attention, insight, and guidance. Curious to learn more? I'd like to invite you to visit us online at: https://www.theplanitgroup.com/ for more information.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Advisor

  • Aug 2014 - Jun 2017