Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to help you make financial decisions that will prepare you for your financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.
Global University, BA
FINRA Series 7 (General Securities Representative)
FINRA Series 6 (Investment Co. / Variable Contract Representative)
FINRA Series 63 (Uniform Securities Agent State Law Examination)
FINRA Series 65 (Uniform Investment Advisor Law Examination)
Check the background of this investment professional on FINRA's BrokerCheck