73% Complete
0 Endorsements
0 Contacts
Influence Score: 110
17,010 out of 215,257 Civilians
About Discussions

Recent Activity  -

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

Certifications

May 2006

Certified Investment Management Analyst (CIMA)

May 1989

Certified Financial Planner (CFP)

Education

Academic Degrees

Personal Information

close