Working with clients in a variety of ways to help them meet their financial goals; specializing in pre-tax savings plans. Has additional experience in setting up ERISA and non-ERISA retirement plans.

Registered Representative offering securities through Independent Financial Group, LLC(IFG). Member FINRA/SIPC. Taylor & Huntley Financial Group and IFG are unaffiliatedentities. OSJ: 51 Hollamon Street, Camp Verde, AZ 86322.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate… Show more Registered Representative offering securities through Independent Financial Group, LLC(IFG). Member FINRA/SIPC. Taylor & Huntley Financial Group and IFG are unaffiliatedentities. OSJ: 51 Hollamon Street, Camp Verde, AZ 86322.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.Licensed to sell securities in the following states: AZ, CA & UT. Show less

Worked with clients to meet a variety of financial goals. Specialized in working with schools to set up retirement plans for employees such as SIMPLE IRAs and 401(k)s.