Financial Services in Gilbert

Contact Me Today to Discuss Investment & Insurance Options

    In the Insurance Industry Since 2001
    Financial Advisor Since 2002
    Managed Over $40 Million in Assets
    Worked with:

    • Strategic Financial Group
    • Charles Schwab
    • Edward Jones
    • Liberty Investment Services
    • National City Investments
    • Credit Union Financial Network
    • LPL Financial
    • Securities America

    Sample Report

    Download a Sample Financial Report

    See for yourself how we leave no t uncrossed or i undotted when it comes to you and your family's financial future!

    Download Now

    Investment Services

    Money Market Funds
    Money Market Funds
    Certificate of Deposit
    Certificate of Deposit
    Bonds
    Bonds
    Annuities
    Annuities
    Mutual Funds
    Mutual Funds
    Stocks
    Stocks
    Managed Accounts
    Managed Accounts
    Retirement Accounts
    Retirement Accounts
    Education
    Education

    Insurance Services

    Homeowners Insurance
    Homeowners
    Automotive Insurance
    Automotive
    Life Insurance
    Life
    Disability Insurance
    Disability Income
    Liability Insurance
    Liability Protection
    Long-term Care Insurance
    Long-Term Care
    Health Insurance
    Health
    Renters Insurance
    Renters
    Business Insurance
    Business

    Accounting Services

    Investment Opportunities

    If you are interested in investing in stocks, bonds, mutual funds, or money market funds, Strategic Financial Group has the experience to ensure you make the right choices. As a knowledgeable investment advisor representative I will relentlessly work with you to get your objectives aligned with your investment plans.

    Insurance Coverage

    If you are looking to insure your car, business, apartment, or home, contact me today to receive an estimate. Additionally, I offer customers health, long-term care, liability protection, and life insurance coverage. Remember to ask your agent about group coverage to save on premiums.