Overview

My practice is very high on service. I have a growing Medical Office practice but also many opportunities that have been created over my 25 years in the business throughout the Retiree community, Educators, and beginning to gain some Professional athlete connections. In addition, I am beginning to move into the Medical practice 401k arena so growth is necessary to provide the service level. My book is current positioned more heavily to the Variable annuity side per last years production, but I am in the process of converting it to Managed money with level fees. I have been awarded the Accredited Investment Fiduciary Designation and the Certified Wealth Strategist Designation. Service level and going above and beyond the call of duty is what has built my practice and is what I am looking for in adding other advisors to the team

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within 2 months

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