I serve my clients as a wealth manager and financial planner. Some areas of focus include Federal Employees Benefit planning, retirement planning, social security optimization, investing, Roth IRA conversions, tax-advantaged strategies, wealth transfer, alternative assets, and risk management. I am a firm believer that protecting my clients from market downturns is equally, if not more important, than earning high returns in the good years. My mission is to serve as a personal CFO for my client's families while bringing institutional or endowment style investing to each and every one of them. I am a graduate of Arizona State University, a CERTIFIED FINANCIAL PLANNER™ Professional, earned the Chartered Retirement Plans Specialist designation from the College for Financial Planning, and a National Social Security Advisor Certificate holder.I have over 15 years of experience in the industry and understand the importance of putting the needs and interests of my clients above all else. In addition to serving clients at Ultra Financial Partners, I am also Chairperson of the Public Safety Personnel Retirement System Local Boards for the City of Scottsdale. These boards oversees the disability and retirement plan system for the city’s police and fire department first responders. Community involvement and new experiences are important to me and I have also served causes such as the Boys and Girls Clubs of the East Valley Guardians for Kids program, Junior Achievement’s Stock Market Challenge Board, and the Recycle your Bike program to name a few. I am originally from Chicago and reside in Scottsdale with my wife, Erinn, and our two young children. Some of my hobbies include cycling, camping, hiking, and brewing beer.
Listed skills include Sales, Marketing, Management, Insurance, and 39 others.
