My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Special Care
Check the background of this investment professional on FINRA’s BrokerCheckSee Jerry’s Licenses and Disclosures