One of the most important lessons I learned as a student at Arizona State University is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. While I’ve been helping my clients (affluent individuals, professional athletes and families and their closely held entities) meet their financial goals for over 10 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services. I currently hold the Series 7 and Life and Health