Specialties
Retirement PlanningEstate PlanningWealth Management
About Me
Born and raised in Williamstown, NJ.
Moved to Florida in 2009 to aid widowed mother. Found my career in Insurance and Financial Planning in 2010 and have practicing ever since. District Manager for our Lecanto division. Achieved my ChFC designation to further hone skills in retirement planning. I currently hold an insurance license as well as a Series 65.
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Interests & Hobbies
BowlingTravelingPetsCars
Ready to talk?
Always free for clients.
Credentials
Series 65 License, 2-15 Insurance License, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Currently a part of two businesses. ASB Financial for Insurance solutions. Gradient Advisors for Financial Advisory Services.