I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Services Include
- Wealth Management
- 401(k) Rollovers
- Estate Planning Strategies
- Asset Management
- Annuities
- Cash Management
- Certificates of Deposit
- Corporate Bonds
- Financial Planning
- Municipal Bonds
- Trust Accounts
Securities Agent: OK, MS, SC, UT, TX, AR, NC, CA, MA, WI, WA, VA, AL, AZ, PA, NY, NM, MI, MD, IL, FL, TN, OR, OH, NH, LA, HI, GA, CO, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1274645