Insurance Strategies, Financial Planning ® , Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, Investment Strategies (Reg. Reps Only)
English, Spanish
Over the past 34 years, I have enjoyed helping individuals and businesses achieve financial success both as a Financial Advisor and Director of Strategic Planning. Along with helping clients, I coach as well as develop new advisors seeking to better serve their community using the training, knowledge, and resources provided through our firm. As a team, we are committed to a standard of excellence and professionalism with a passion to make a difference in the lives of others.
MM2025-300856
Check the background of this investment professional on FINRA's BrokerCheck
Miami Dade College: American College
Enjoy boating: fishing: camping: hiking: movie editing
Member of NAIFA, Raleigh and Cary Chamber of Commerce