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: AK, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MT, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WY, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1253286