I have over 25 years of personal and professional experience.I have clients in 19 different states. Is this because I have solicited in 19 different states? No, it's because my clients like my work and refer me to their friends and family. I take great pride in my clients trusting me enough to send my name to people they care about.
I hold various professional designations and I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and I can be of great assistance in the management of your finances. Whether you are looking to invest in annuities, mutual funds, stocks or many other types of financial services I will help you come up with a personalized plan to help you achieve your financial goals.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a road map to help you work toward a more secure financial future.
I look forward to having the opportunity to use my experience to help you pursue your financial goals.