3200 North Central Avenue
Investment Advisor Representative
"Be Smart, live well and take care of everyone"
"Embracing the act of balance allows us to achieve peace, freedom and an overall happier, healthier life."
Senior Vice President and Investment Advisor Representative
“Balance in all things is what keeps us motivated and sane.”
Investment Advisor Representative and Chief Investment Officer
“Successful investing is the constant need to replace fear and greed with perspective, context, and patience.”
"Taking the rocket science out of financial planning"
"Making the complicated simple"
"Education is the first step in achieving financial independence."