Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
Suite 250
Scottsdale, AZ 85253
toll free: 800-727-4888 ext. 6502
fax: 480-368-6622
- BS, 1986
Arizona State University - Financial Planning Specialist Designation
- National Association of Stock Plan Professionals
- Association of Professional Investment Consultants
- Corporate Cash Management
- Corporate Trust Services
- Executive Benefit Services
- Executive Financial Services
- Qualified Retirement Plans
- Stock Option Plans
- Stock Purchase Plans
- 1994 - Present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
Scottsdale, AZ - 1991 - 1994: Kidder Peabody

