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: WY, PA, UT, TX, OK, NE, IL, CT, AR, VI, NH, KS, WA, VT, ND, LA, MI, KY, GA, DE, WV, WI, NV, NC, MN, ME, FL, OH, MS, MO, MA, AL, AK, TN, SC, OR, NY, NJ, IA, SD, RI, DC, CO, AZ, VA, NM, MT, MD, IN, ID, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253286