As a Financial Advisor at Bentley Financial Group, I bring over 40 years of experience in the financial services industry, specializing in asset management. My journey in this field has been both diverse and rewarding, allowing me to build a robust foundation of knowledge and expertise.
In 2017, as part of Bentley Financial Group's geographic expansion, I joined the firm, bringing my extensive experience to our Arizona office. For over 20 years, I have been dedicated to helping clients achieve their financial goals through personalized and strategic asset management.
Early in my career, I spent 12 years in the Treasury Management Department of First Chicago Corporation and its main subsidiary, First National Bank of Chicago. In January 1997, I joined American Express Financial Advisors, where I spent eight successful years. Recognizing the evolving needs of my clients, I made the decision to move to LPL Financial in July 2005, where I continued to provide dynamic financial advice and services.
My integrity and strong work ethic align perfectly with Bentley Financial Group's Client First philosophy. I am committed to helping to ensure that every client receives the highest level of service and personalized attention. Throughout my career, I have had the privilege of helping countless clients navigate their financial journeys, and I look forward to continuing this mission at Bentley Financial Group.