About
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.
Awards:
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.
Highlights
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jennifer B.
Frequently asked questions
What is your typical process for working with a new customer?
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