Overview

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. As a newer advisor, I am looking to purchase a smaller book of business for my practice. I currently have 5 other experienced advisors as well as a marketing assistant to handle increased capacity. As a non-practicing attorney my background is in financial transactions, estate planning and business formation. My practice currently is composed of personal financial advisory, life insurance, annuities, and financial planning clients. My goal in the next 5 years is to increase my client base in the areas of financial planning and investment management.


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within 6 months

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