I began my career as a financial planner at Prudential, where I was rookie of the year, was sent to New York for an exclusive public speaking training program, and was approved to give employee benefit education seminars on-site at large businesses all over the state of Virginia. While I am very appreciative of the training and opportunities, I left because I would rather serve as a successor or contribute meaningfully to an existing, advice- and fee-based, independent practice than wear the golden hancuffs at an insurance company that emphasizes product. I am now at The Main Street Group, where we have the support of LPL Financial, a secondary custodian in Charles Schwab, and are our own RIA.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred