Bachelor of Science Degree Majoring in Accounting - Arizona State University - 1973
Master of Business Administration Degree - Arizona State University - 1979
Enrolled Agent - U.S. Treasury - 1993 to the present
Investment Advisor Representative - Archer Investment Corporation - 28 years in Wealth Management
Licensed Insurance Agent - Arizona
In business over 40 years helping Arizonians and clients across the United States attain Business and Personal financial success.
2019 - Archer Investment Corporation - President's Club
2017 - Sammons Retirement Solutions - Top Producer
2013 - H.D. Vest Financial Services - Pacesetters Outstanding Advisor Award
2008 - OppenheimerFunds - President's Council
2007 - OppenheimerFunds - President's Council
2006 - OppenheimerFunds - President's Council
I really enjoy working with people and helping them realize their financial goals. I have been practicing in Arizona since 1971. I was born and raised in Chicago, Illinois. After enlisting in the Air Force in 1967 I was assigned to Luke Air Force Base for four years. Following my service in the Air Force I began my career in 1971. I worked in industry as an Accountant and Controller prior to starting my own Accounting and Tax practice in 1979. I have been married for 52 years and I have a daughter and son that work with me in my practice.
His willingness to explain the process and the time he took with me to make sure that my return with filed correctly
Initial meeting is at no charge and with no obligation. Let's get together and see how we may be able to help you achieve your goals