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New York Life Insurance and Financial Services
Home Phone: 480-363-2800
I strive to be a trusted Financial Professional. I subscribe to the mindset that honest, intelligent, hard-work will always be rewarded. This mentality enables me to remain 'client-focused' ensuring that the product or strategy is what is suitable for the specific client and their circumstances. I believe that doing right one client at a time will yield a better business and career long term.
I work primarily with mid-career professionals and business owners, often times with families. I am a father of three, husband, son of parents of "The Greatest Generation" and small business owner. I find that these experiences provide invaluable perspective and understanding of my clients' positions today and their desired destinations of tomorrow.
My clients and I work together to construct a financial strategy that provides financial protection and wealth accumulation in the most effective manner possible for their specific needs and circumstances.
I am proud to be associated with New York Life because it has conducted its business around the central values of financial strength, integrity, and humanity.
As a mutual company with an accomplished 165-year plus history, it is owned solely but its policyowners. New York Life Insurance Company and its subsidiary New York Life Insurance and Annuity Corporation have among the highest ratings for financial strength from the leading independent rating agencies.*
I am a registered representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency,
Agent, New York Life Insurance Company
8134 E Cactus Rd Suite 600
Scottsdale AZ 85260
P: 480.922.7044 x 109
In this regard, this communication is strictly intended for individuals residing in the states of Arizona and Missouri. No offers may be made or accepted from any resident outside the specific states referenced.
* Source: Individual third-party ratings reports as of 1/6/11 (A.M. Best: A++, Fitch Ratings: AAA, Moody’s Investors Service: Aaa, Standard & Poor’s: AAA).
Neither New York Life nor its Agents render tax, legal or accounting advice, please consult your professional advisers regarding your particular situation before determining any appropriate course of action.