Areas of Concentration
Charitable Giving
Comprehensive Financial Planning
Insurance Planning
Investment Management
Retirement Planning
Wealth Transfer
Wealth Management
Faith Based Investing
Description
Retirement Advisor licensed with the SEC and FINRA, with a focus on risk management, correcting financial mistakes, and capitalizing on significant opportunities. My team and I specialize in the enhancement of Social Security and Medicare Benefits, Tax Mitigation, and Socially Responsible Investment Management, all leading to solidified Philanthropic Retirement Income planning and Estate Planning.
Licensed in these states: AL, AZ, AR, CA, CO, ID, IL, IN, IA, KS, KY, LA, MD, MI, MS, MO, MT, NV, NJ, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, WV, WI
Employment & Regulatory History
Office Location
Harvest Wealth Management
5635 N. Scottsdale Road
Scottsdale, AZ 85260
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