Overview

For as long as I can remember I've been interested in financial planning. Being brought up lower middle class, I was shielded from the financial realities that befell my family. My brother and I had everything we could've wanted and even took family vacations on annual basis. However, that didn't tell the whole truth as to what was going on behind the scenes. My father wasn't saving and had to work his whole life to try and stay even. He often had to borrow from family and friends to pay bills. I vowed back then that I wouldn't be in that position when I had a family of my own. And that's what drives me today to help people properly save, budget and protect their wealth.

Currently, I am with Park Avenue Securities, LLC an independent broker dealer. I've been in financial services since 2003. I started as a life settlement broker and then in 2005 I joined Hartford Life as an annuity wholesaler. In 2009 I joined Guardian Life in the same capacity. In 2012 I studied for and received my RICP designation from The American College of Financial Planning. In 2015 I was promoted to Co-National Sales Manager of Annuities and 401(k). And by 2018 I decided that I wanted to help clients and my family in a more direct to consumer relationship so I joined WestPac Wealth Partners.

Market
IBD
Member Level
Basic
Last Activity
this month
Listing Age
507 days old

Business Data

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