My MissionI am committed to helping my clients address their financial goals. I assist clients with building, preserving, and transferring their wealth in a tax efficient manner.
ServicesI can help you evaluate your situation and develop strategies tailored to your individual goals and objectives. Whether your goal is to enjoy an independent retirement, pay for a child’s education, or protect your family from unexpected losses through insurance, some of the services include access to:
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.
Ongoing SupportI 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, professional, financial advisor. Please let me help you begin the steps today toward realizing your dreams for tomorrow.
State Securities Law ExamSeries 63 – Uniform Securities Agent State Law Examination held through LPL Financial
General Industry/Products ExamSeries 7 – General Securities Representative Examination held through LPL FinancialSeries 6 – Investment Company Products/Variable Contracts Representative Examination held through LPL Financial
Additional Licenses & RegistrationsLife, Health, and Variable Annuity Insurance Agent