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Our Edward Jones Cave Creek/Scottsdale office believes it’s important to invest our time up front to understand your goals and priorities before developing a strategy for you to invest your money. I work closely with you, your tax professional, attorneys and other professionals to help determine the most appropriate financial strategy for you. I primarily focus my practice on successful business owners and retirees, helping them achieve their financial goals. I hold Series 7 and Series 66 registrations and life insurance licenses, and have obtained the AAMS™ and CEPA® designations. Professional designations expand industry knowledge so I can help clients…
