Insurance Strategies, Financial Education, Retirement Strategies, Retirement Income Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Business Owners, Investment Strategies (Reg. Reps Only)
English
My goal is to provide families and business owners with assistance in building their financial freedom. 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. I will assist you as 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.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
University of Oregon
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Holy Trinity Greek Orthodox Cathedral