I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning, Charitable Giving, Student Loan Refinancing