Overview

I have been in the financial services industry for over twenty-five years. I specialize in helping business owners and individuals accumulate and protect their wealth through comprehensive investment, retirement, estate, and business planning strategies.

I maintain a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies. In addition to being life insurance licensed, with earned multiple securities registrations including the Series 6, 63, and 7. A Registered Representative and an Investment advisor.

I have worked extensively with the cpa community and other organizations working with clients. Within the team there are JD and CFA. I am looking to acquire in 2022 and 2023.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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