Specialties
Estate PlanningEducation PlanningLife InsuranceDisability Insurance
About Me
My practice works exclusively with medical professionals to assist them with their insurance needs, goals and objectives.
In my decade of experience, I have assisted thousands of early-career physicians achieve a solid foundation to their financial plans. If anyone would like to confidentially discuss their situations with me, please complete my questionnaire at www.pgy1.com. Upon receipt, I'm happy to connect and I do not charge any fees to talk.
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Interests & Hobbies
golffootball (american)musicdad of the yearhusbandall-star cheerleader for my kids
Ready to talk?
Always free for clients.
Credentials
MBA, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
I am not a registered investment advisor and cannot provide financial planning services and/or investment advice or recommendations