Overview

I am focused on small business owners and self-employed clients. My current business is one-third investment income, one-third group benefit commissions, and one-third insurance. I am working to grow all three areas with a current emphasis on group benefits and investments


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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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