I have been serving the financial needs of individuals, families and small businesses since graduating with a finance degree from the University of Arizona in 1985.
Recognizing the need to bring an independent fee-based model to clients long ago, having a personal relationship, and allowing for the customization of client portfolios
led to the founding of Financial Directions LLC. I am very proud to have been at the forefront of what is now common place in the delivery of financial services and I look
forward to continuing the charge for the benefit my clients. It is both humbling and an honor to be entrusted by my many clients and to experience relationships with new clients as well as some that have lasted over 35 years!
Personal – Spending time with family (wife Donna, 4 grown children and 2 grandsons). Being outdoors, golfing, hiking and la playa in Rocky Pt. Philanthropic work with
The Centurions – supporting underprivileged youth, DM 50 – supporting the Airmen/Women at Davis Monthan, and YMCA Foundation.
