Financial Planning and Investment Advising for Individuals
and Small Businesses
What is a good lead for you:
The best lead for me is someone with $50k or more. However, I enjoy working with anyone who wants to learn about how to pursue their goals financially. I enjoy working with all kinds of people; that' what I really like about my job!
Professional Experience:
Been with UBS 1 year. Been managing businesses in the Tucson area for over 7 years.
Hobbies/Pastimes:
My dogs, Movies, Exercise, Reading.
Affiliations:
Also member of NAWBO, on the board at Big Brothers Big Sisters of Tucson, and the Salpointe Alumni Council