At TruWest, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Education B.S., Finance, University of Arizona Series 7, 63 and 65 registered with Securities America Life, Disability and Health Insurance licensed Career Highlights Financial services industry, 1988-present Investment Advisor, Merrill...
Education B. S., Business Administration, University of Nebraska-Lincoln CFP® certification Series 6, 7, 63, and 66 license held through Securities America Group One Life and Health Career Highlights Financial...
Education M.B.A., Finance, Ellis College Series 6, 7, 63 and 66 registered with Securities America Life, Health, Disability and Credit Life Insurance licensed LUTCF, CFP® (Certified Financial...