My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services Include
- Financial Planning
- Retirement Planning
- 401(k) Rollovers
- Municipal Bonds
- Wealth Management
- Fixed Income
- Estate Planning Strategies
- Access to Lending Services
- Certificates of Deposit
Securities Agent: DE, WY, PA, NC, ME, FL, MS, MA, AK, TN, SC, OR, NY, NJ, IA, CO, AZ, VA, MT, MD, IN, CA, TX, IL, CT, MI, KY, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253286