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!

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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.