MA
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Financial Education
English
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
*Retirement analysis and programs
*Estate strategies
*Employee benefit and retention services
*Business continuation strategies
With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
I am a business owner, former education administrator, and strategist. I regularly volunteer in my community and enjoy working with others. My wife and I reside in Asheboro, North Carolina.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 300 N. Greene Street, Suite #900, Greensboro NC 27401, Phone: 336-355-9185
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
North Carolina A&
T State University (1998-2001), (2008-2009), (2009-2012)
Golfing
Movies
Music
Reading
Teaching
Traveling
Writing
Asheboro City Schools
George Washington Carver Community &
Cultural Center
Randolph Community College