Focus: Insurance Strategies, Investment Strategies, Student Loan Refinancing, Business Owners, Retirement Income Planning, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies
Knowledge is the key to a successful financial future.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
Along with a team of professionals, I offer guidance to my clients to help them reach their fianncial goals. I can provide comprehensive financial stratgies and/or focus on one specific area of need. I offer total fiancial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuations strategies
Lincoln University, Jefferson City, Mo 1992
Affiliations & Memberships
Check the background of this investment professional on FINRA’s BrokerCheck
3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092