Overview

I've been in the business over 20 years. Started out as a full-time agent with Connecticut Mutual. Sold Life, DI, LTC as well as mutual funds and variable annuities. Earned CLU and ChFC as well as CFP designations. Branched out into employee benefits including health, life, LTD and 401k/profit sharing plans. Moved practice to independent B/D, earned Series 7, added managed money and full financial planning to business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
April 6, 2016

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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