Since 1994, I have built a clientele by working interactively with families and business owners. My focus is in wealth accumulation and preservation strategies. I am not here to sell a particular product, but to pinpoint, out of thousands of financial alternatives, the suitable options available.
Using a comprehensive process, I help clients to pursue their goals and objectives. I seek to maximize each client's potential using a macro-economic approach, striving to have a positive impact on their financial lives.
LPL Financial Consultant
JBA Wealth Management
Since 1994 I have focused on striving to provide "Best in Class" service from the companies I represent to the clients I serve. My objective has been to provide support, information and education that is distinctive and beyond that which is expected. I can help review insurance, investments, and other financial products to work towards our clients’ goals.
My role is to attempt to:
Provide sound financial strategies,
Provide the knowledge to enhance a clients’ financial potential,
Provide simple options to help strengthen a clients’ financial confidence.
I feel the only sensible objective of any financial scenario is to attempt to enhance a client's benefits and money supply simultaneously, not giving one up for the other, in order to work towards enhanced financial preservation and potential.
Licensed in the following states:
Securities: AZ, CO, FL, IN, KS, MN, MO, MT, NC, NE, NM, OR, SD, WY
The American College LUTCF
LUTCF (Life Underwriter Training Council Fellow): The LUTCF educational program includes required ethical training and five elective courses chosen from such topics as meeting client needs, serving personal markets, essentials of business insurance, annuities, long-term care, life insurance products, and retirement, investment, and estate planning. An LUTCF has studied the fundamental skills required for an insurance agent and must adhere to an ongoing ethical standard when serving clients.