Focus: Financial Education, LGBTQ, Retirement Income Planning, Insurance Strategies, Retirement Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Student Loan Refinancing
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Old Dominion University 1990
Integrity Driven & Builder of Life Long Relationships!
Working Hard and Having Fun!
JDRF - Type 1 Diabetes Research Funding and Advocacy
15 Reads Way, Suite 210
New Castle, DE 19720