I am committed to helping my clients address their financial goals. I assist clients with building, protecting, and transferring their wealth in a tax efficient manner.
I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives. Whether your goal is to enjoy a secure retirement, pay for a child’s education, or protect your family from unexpected losses, some of the services include access to:
- Financial Planning
- Brokerage/Cash Management Accounts
- Wealth Accumulation Strategies
- Mutual Funds, Stocks, Bonds
- Insurance Planning
- College Planning
- Long Term Care Insurance
- Asset Allocation
My experience and knowledge make me a valuable resource. I have 20 years of experience in the financial services industry and hold the following securities registrations through LPL Financial and licenses and professional designations.
I understand that investment and retirement planning is a long-term process. I offer continued support and personal, face-to-face service. I will meet with you at your convenience to help you design, and maintain, a customized investment program.
Your future won’t wait. The first step to addressing your goals is to meet with a qualified, unbiased, financial advisor. Please let me help you begin the steps today toward realizing your dreams for tomorrow.
State Securities Law Exam
Series 63 – Uniform Securities Agent State Law Examination
General Industry/Products Exam
Series 7 – General Securities Representative Examination
Series 6 – Investment Company Products/Variable Contracts Representative Examination
Additional Licenses & Registrations
Life, Health, and Variable Annuity Insurance Agent