Overview

I've been a wholesaler for financial advisors and insurance agents for 20 years. Now, at 46, it is time for me to move to the next level, and work with individuals and families to help them achieve their financial needs and goals. I have extensive experience working with Broker Dealers and their registered representatives, in Banks, and also in independent advisory firms. I have the knowledge and the experience to a client would want in an advisor. I'm also young enough to give anyone looking for a succession plan a solid, smart choice to make sure they and their clients are well taken care if in the future. While there are many things for me to learn, I have extensive experience in retirement, and income planning, as well as legacy planning for beneficiaries. I'm looking to go to work now, but a transition period with you would be an ideal way to do it.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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