Overview

I've been in the business for 34 years and have focused on law enforcement personnel and teachers. I am commission based (but will be adding a fee-only option this year) and focus on packaged products such as open end mutual funds, variable annuities, and alternatives.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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