Specialties
About Me
Senior Portfolio Advisor | Nonprofit Leader in Health, Youth, Continuing Ed & Fashion/Car Fundraisers.
Community-centric volunteer with ties to blood cancer fundraising, a charity car club board, Eagle Scout mentorship and a personal finance education association. White glove service with a planning-based approach. Financial services professional since 2016, investment registered in 2019.
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Interests & Hobbies
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Credentials
CRPC
Chartered Designations
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Disclosures
Investment, insurance and annuity products are not FDIC insured, not bank guaranteed, may lose value, are not deposits, are not insured by any federal government agency, and are not a condition of any banking service or activity. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.