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Specialties
Financial Services Professional | MBA, ChFC,® FINRA Series 6, 7, 24, 63, & 65 securities registrations.
Life & Health insurance licenses, Medicare certified. Tax planning and preparation services. I am a full-service financial services professional with over 30 years of client facing experience. I am committed to helping people pursue their financial, retirement, and estate planning goals. I am registered with Osaic Wealth Management and offer a wide range of financial solutions and services to individuals and business owners. Please contact me if you have any questions about my firm or the range of financial products and services I provide. I welcome your call or e-mail.
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Always free for clients.
Chfc , Medicare Certified
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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