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
- Wealth Management
- 529 Plans
- Alternative Investments
- Asset Management
- Cash Management
- Estate Planning Strategies
- Financial Planning
- Fixed Income
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
Securities Agent: TX, NC, MT, MI, CO, WY, VT, PR, NV, MA, NY, SC, NH, MD, OR, HI, GA, DC, CA, RI, NJ, LA, IL, DE, UT, NM, MN, IN, CT, AZ, WA, TN, KY, FL, AL, PA, WV, VA, OH, AR, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1520492