I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
Implement your strategy with products and services that help meet your needs.
Education
Towson University BS, - Communications / MA - Communications
Hobbies
Golf, Family, Cooking
Languages: English
Credentials: CLTC
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Estate Planning