Overview

I entered the financial services industry with a large insurance carrier as an advisor, serving in that role for 6 years. As an advisor I earned several top producer awards with a focus on annuities, life insurance, long term care, and mutual funds. I transitioned to a senior external wholesaler of life insurance, the role I currently maintain, and have been in the position for 5 years.

'I have strived to better serve my clients through pursing financial education completing my ChFc, CLU, CASL, RHU, and CLTC designations. I will be sitting for the CFP 11/2021.

At this point in my career I'd ideally be interested in purchasing a book of business or identifying a practice to join for a succession/transition of a book. As a professional in my young 30's I have a long time horizon in the business with the aspirations to build a successful practice. The geographic area I'd like to focus my search would be the greater Seacoast NH area.

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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Mutual Funds

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Variable Annuities

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