Overview

I am new to the Financial Advising however I have worked in Finance as an Accountant for over 20 years. I have a degree in Accounting and have always had a having a healthy interest in the stock market and investments. I chose to obtain my licenses and pursue a career as a Financial Advisor. My prominent local connections and strong financial background enabled me to align myself with a strong team that has over 20 + years experience in the business. The transition from Accounting to Advising has been smooth and rewarding thanks to my business partners. I look forward to many years of success with my amazing team.

Market
Advisor/RIA
Last Activity
this week

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