BUSINESS PHILOSOPHY

There are differences between accumulating assets for and plotting a successful retirement. My practice is centered on creating a customized strategy in a holistic manner that helps give a sense of financial security.

Whether you are a business owner, key executive, or gainfully employed, my clients can expect to be fully engaged in the process of forecasting their needs, exploring solutions that will fulfill them, and putting in place a strategy that they can be confident in. Annual reviews of such strategies are a recommended part of the process.

 

PRODUCTS AND SERVICES

• Retirement Funding Strategies

• SP, 401k, 403b, & 457

• Wealth Management services

• Proprietary and non- Proprietary Fixed and Variable Annuities

• Proprietary and non- Proprietary Life, Disability, & Long-Term Care Solutions

• Estate Conservation Strategies

• Education Funding Strategies

• Group Benefit Plans

• Fee-Based Financial Planning

 

QUALIFICATIONS

• More than 15 years of industry experience in operations and wealth management

• Licensed for Life, Health

o MD, VA, DC, MN, FL, NC, DE & WV

• Licensed for Variable Life and Annuity Products

o MD, VA, DC, NY, & WV

• Registered to offer securities products

o MD, VA, DC, NY, & WV

• Investment Adviser Representative of MML Investors Services, LLC.

• Transition Solution Specialist

• Bachelor of Arts, History, The Catholic University of America, DC

• Associate of Arts, Mass Communication/Journalism, Miami Dade College

ORGANIZATIONS

• Member, Phi Theta Kappa

• Alumnus, The Catholic University of America

• Miami Dade College