Specialties
Retirement PlanningFinancial PlanningRetirement IncomeCash FlowBudgeting
About Me
I pride myself on being approachable and easy to talk to.
This helps in determining what the client truly needs and wants in their retirement.
♥
Interests & Hobbies
Japanese Jujitsu, traditional Irish music, American Legion, highland bagpipes
Ready to talk?
Always free for clients.
Credentials
ChFC, Notary.
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
At this time I am searching for a firm to attach my business to.