Specialties
About Me
I am dedicated financial leader who believes success starts with trust.
As a Branch Manager, I focus on understanding each client’s unique goals and providing clear, honest guidance designed to serve their best interests—every step of the way.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
LUTCF
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. Confidential: This email and any files transmitted with it are confidential, and are intended solely for the use of the individual or entity to whom this email is addressed. If you are not one of the named recipient(s) or otherwise have reason to believe that you have received this message in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forward, printing, or copying of this message is strictly prohibited.