Biography

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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 needs, and more importantly, their future needs.

Focus Areas

• Insurance Strategies
• Business Owners
• Investment Strategies (Reg. Reps Only)
• Special Needs (ChSNC Required)
• Business Succession Planning
• Risk Management Strategies
• Estate Planning
• Retirement Income Planning
• Charitable Giving
• College Funding Strategies
• Retirement Strategies
• Financial Education

Languages

• English

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor