4350 Congress Street #300
Charlotte, NC 28209
Professional Story
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Languages: English
Specialties:Insurance Strategies, Retirement Strategies, Retirement Income Planning, Financial Education, Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck