* Current Cash Flow Planning
* Retirement Cash Flow Planning
* Estate planning / Legacy Planning
* Insurance consulting
* Business Management consulting
Best of Glendale Award in the Investment Advice category
(2014)
Elite American Executives, Executive of the Year Honoree
(2014)
Best of Glendale Award in the Insurance category
(2014)
Included in 2013 Who's Who
(2013)
2013 Best of Glendale Award in the Business Management Consultant category
(2013)