I am in the business of helping my clients work towards their financial goals. I do this by using
a total wealth management approach.
Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success.
My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.
|Firm Start Year:||2001|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||AZ, IN, MN, CO, TX, FL, WA|
|Number of Years with Current Firm:||10|
|Work Experience:||After 13 years in a corporate position here in Tucson, I decided to pursue my own practice. After eight years, I couldn't be happier that I made that decision. My life experiences are far and wide and provide a solid basis from which to advise my clients in their financial affairs.|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Mutual Funds, Stocks, Insurance, Annuities, Mortgages & Real Estate, Bonds, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Life, Long Term Care, Variable Annuity, Variable Life, Health|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Flat Fee, Hourly|
|Bachelor's Degree - Engineering||
Rose Hulman Institute of Technology - Terre Haute, Indiana
September 1989-May 1993
|Master's Degree - Engineering||
University of Southern California
September 1995-May 1997
|MBA - Finance & Strategy||
University of Arizona
August 1999-August 2001