Experience & Achievements
- Investment Advisor Representative with LPL Financial
- Since 1980 helping families & businesses address their financial goals through appropriately designed financial strategies
- Arizona native, U of A graduate, Fraternity of Phi Gamma Delta
- Active member of: Tucson Rodeo Committee, Caballeros Del Sol, The Centurions, ACT
Family and Personal Strategies
- Life Insurance Needs
- Disability Income Protection
- Individual & Family Health/Vision/Dental Insurance
- College Education Funding
- Mortgage Protection through Life and Disability Insurance
- Long Term Care Insurance
- Estate Conservation Strategies
- Charitable Giving Strategies
- Individual Retirement Accounts
- Diversified Investment Programs
- Portfolio Analysis and Asset Management
HR Services & Support
- HRCI & Non-Credit HR Seminars
- *Employer Webinar Services
- Financial Seminars
- On-site HR Services & Support available upon request
- Compliance Alerts
- Online registration and details available @ www.hsl-assocs.com