Overview

Investment Advisor Representative (IAR) working with individuals and small businesses, creating sound, long-term strategies to help accomplish their financial objectives to create and maintain wealth with discipline and dignity! I place special emphasis on educating investors on investments and insurance and have made education professionals and small business owners a cornerstone of my practice! I work extensively in helping educators with financial plans and supplementing with 403b accounts and life insurance. I also work with many small business owners and implement and manage business retirement plans - such as 401k, Safer Harbor plans, SEP, SIMPLE IRA or Owner only 401k. I also work with not-for-profit groups and help many area trusts and endowments to ensure they meet their fiduciary obligation!

Market
Advisor/RIA
Last Activity
within 2 months

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