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Virtual
In-Person
Specialties
My experience and knowledge make me a valuable resource.
I have been associated with my firm since 2004. I have also been in the financial services industry for 22 years. I hold the following licenses and professional designations: Investment Advisor Representative * Life, Health And Variable Annuity Insurance Agent * General Securities Representative - (Series 7) * Uniform Combined State Law Exam (Series 66) * Retirement Income Certified Professional® (RICP) Because retirement and investment planning is a long-term process, I offer continuing support and personal, face-to-face service. I will meet with you at your convenience to help you design and maintain an investment program customized to your individual needs. Remember, the first step to achieving your financial objectives is to meet with an experienced financial advisor. Your future won't wait. Let me help you to begin taking steps today to realize your dreams for the future.
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Always free for clients.
No Designations
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Please note that I am unable to accept or act on any order for a financial transaction or trade instruction submitted via email, SMS/text message, fax or voicemail. If you need general assistance with a transaction, please call 800.448.2542; for general assistance with a brokerage or investment advisory account, please call 866.544.4968. Securities and investment advisory services are offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser and its Registered Representatives. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Retirement Services, Corebridge Financial and Corebridge are marketing names used by these companies. Learn more about our affiliated companies: www.corebridgefinancial.com/names