

Focus Areas
- Business Retirement Plans
- Retirement Savings Strategies
- Estate & Legacy Strategies

Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Football
- Hunting
- Vintage Cars
- Community Outreach
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 788-0455Branch Team
- Monica Perez
- Branch Office Administrator
Branch Team
Office Address
2250 E Highway 60 Suite EMiami, AZ 85539opens in a new window
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