Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Group Benefits, Financial Education, College Funding Strategies, Student Loan Refinancing
Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
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Stern School of Business, MBA