Overview

I have 18 years of financial services experience. I started a financial planning practice and later transitioned into wholesaling to financial advisors, then back to having my own practice again. My focus is on holistic financial planning adhering to a product agnostic approach. My passion for retirement planning drives me to deliver the best value to clients regardless of the capacity I serve in. My previous experience allows me to compliment a practice through my financial planning belief, investment knowledge and most importantly my passion for retirement planning.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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