My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
- Insurance Strategies
- Special Needs (ChSNC Required)
- Investment Strategies (Reg. Reps Only)
Check the background of this investment professional on FINRA's BrokerCheck