Servicing my clients through transition management, financial services integration as well as needs analysis. Emphasizing the importance of coachability, rather than net worth to my clients. Maintaining a competitive practice as a Tax Mitigation and Financial Services Professional. I enjoy empowering my clients with financial freedom and stability!
Products and Services
Lump Sum Distributions
Fixed and Variable Annuities
Qualified Retirement Plans
Long Term Care Insurance*
Professional Qualifications & Experience
I’ve spent 20 years in the financial services industry; collecting knowledge in banking (retail and private), finance, real estate, estate, insurance and investment planning. I’ve had the pleasure of working in as well as out of the United States with colleagues alike in the span of my career!
Fully Licensed: Series 6, 63 (Series 65 Pending), Life, Health, Property & Casualty.
*Guardian nor any of its subsidiaries offer Long Term Care Insurance
Registered Representative of Park Avenue Securities, Financial Representative of Guardian.