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17,015 out of 215,206 Civilians
17,015 out of 215,206 Civilians
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Bio
I have been in the financial services industry for 35 years helping people create and realize their families' financial goals and dreams. As a Relationship Manager with AAFMAA Wealth Management and Trust for the state of Arizona, I am looking to share my years of success and expertise in financial planning and wealth management with our armed services community both active and veteran.
Credentials
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May 2006
Certified Investment Management Analyst (CIMA)
May 1989
Certified Financial Planner (CFP)
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