Biography

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

Implement your strategy with products and services that help meet your needs.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

 

Focus Areas

• Insurance Strategies
• Investment Strategies (Reg. Reps Only)
• Business Owners
• Retirement Strategies
• College Funding Strategies
• Estate Planning

Languages

• English