
Timeline
About me
President, Paradise Valley Wealth Management, Inc.
Education

Kenyon college
1975 - 1979Bachelor of arts political science, iphs (integrated program in humane studies)Activities and Societies: Delta Phi fraternity member. Kenyon is a small, private liberal arts college located in rural Gambier, Ohio. It is frequently named as one of the most beautiful college campuses in the U.S.

North phoenix high school
1971 - 1975College preparatory
Experience

Merabank
Jan 1975 - Jan 1976Student
Michael r. cummiskey
Jun 1981 - Aug 1984Insurance brokerI incorporated my business

Mcgeorge school of law
Aug 1984 - Aug 1985Law studentLearned a lot and made some good friends

Jackson national life
Nov 1990 - Aug 1994Brokerage managerBrokerage manager servicing life insurance and fixed annuity sales solutions to the 3,200 agents in regional territory.

Fortis financial group
Jan 1994 - Jan 2001Regional sales directorFortis Financial Group was acquired by The Hartford on 2001. My position didn't change, but the ownership of the Company did

Time insurance company / assurant
Jan 1994 - Jan 2001Regional sales director
Woodbury financial services
Aug 1994 - Mar 2011Regional vice presidentI was in charge of growing the sales results for our independent broker-dealer in AZ, NM and Las Vegas. Production growth was accomplished through the recruitment of experienced advisors, product and concept sales training, business coaching, and compliance supervision.

Paradise valley wealth management, inc
Apr 2011 - nowPresidentMy financial planning and investment management firm offers a high quality alternative to large financial institutions such a banks, brokerage houses and trust companies. Please see my website to learn more about my unique, lower expense business model, great technology platform, and also to request one of my Company brochures.Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Paradise Valley Wealth Management, Inc. and Woodbury Financial Services, Inc., are not affiliated entities.This is not an official site of Woodbury Financial Services, Inc., The Hartford, or its affiliates. The opinions expressed by participants are those of the participants and are not those of Woodbury Financial Services, Inc., The Hartford, or its affiliates. This site may contain links to articles, comments, or other information from a third party. Woodbury Financial Services, Inc., The Hartford, or its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc., The Hartford, or its affiliates for completeness or accuracy.All questions or concerns must be directed through the business email address or phone number listed in the profile or information section. Please do not use the Social Media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.www.finra.org, www.sipc.org, www.msrb.org Show less
Licenses & Certifications

Certified plan fiduciary advisor
National association of plan advisorsNov 2019
Certified financial fiduciary
National association of certified financial fiduciariesJun 2020
Chartered financial consultant
The american college of financial services
Retirement income certified professional
The american college of financial servicesApr 2016
Chartered life underwriter
The american college of financial servicesFeb 2000
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