My goal is to help each individual reach their fullest potential through finances. I want to help you find a wealth of information, which is why I have put together many necessary resources including flipbooks, calculators, and research reports. There are great opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I know financial concepts can be overwhelming, and that's why I am here to help.
I will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, I will show you the value of working with skilled professionals to pursue your financial goals.
I am excited to help educate you about the basic concepts of financial management, to help you learn more about who I am, and to give you fast & easy access to market performance data.
My Qualifications
I have been working with individuals and businesses for 20+ years.
Current designations include:
- Certified Fund Specialist, CFS from the Institute of Business and Finance
- CERTIFIED FINANCIAL PLANNER(TM), CFP(R)
Current licenses include:
- Series 7
- Series 63
- Series 66
- Life, Accident and Sickness & Variable Products