I am dedicated to making a difference in people’s lives. 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. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I am licensed to sell insurance in: VA, DC, GA, IL and MD.
Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059 (804)346-1011
American University - M.S. Health Promotion Management (2010-2012)
Robert Morris University - BSBA - Marketing (1996-2000)
Affiliations & Memberships
Member of Business Network International (BNI) Central Virginia
- Insurance Strategies
- Student Loan Refinancing
- Business Owners
- Financial Education
- Group Benefits
- Retirement Income Planning
- Retirement Strategies
- Business Succession Planning