Relationships matter……this is the core, philosophical belief I have followed for the past 25 years in the financial services industry. I place value on time spent together to talk about the things in life that truly matter like family, legacy, purposeful living and giving back when we have the heart and resources to do so. My commitment to you centers on my desire to serve you and your family well. I will give you my full attention when we engage. I will communicate regularly to be sure you are informed and comfortable. I will work tirelessly to keep the tools of my craft sharp so that I can proficiently serve your financial needs. It is my goal to do my “best” work so that you and your family can live your “best” life. If you are a client, I thank you and am grateful to be on the journey with you. If you are considering putting me and my resources to work for you I warmly welcome your inquiry.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Cash Management
- Estate Planning Strategies
- Financial Planning
- Life Insurance
- Long Term Care Insurance
- Alternative Investments
- Municipal Bonds
Securities Agent: CO, CA, VA, NM, MI, IA, HI, AZ, PA, MS, MD, ID, NY, NH, IL, DE, MT, MO, KS, WY, WA, TX, OH, MA, LA, IN, FL, UT, SC, OR, DC, NC, CT, AL, TN, NV, ND, AK, WI, NJ, GA, SD; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 633452
CA Insurance License #: 0C23870