3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
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
Credentials: ChFC®, CFP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies
Check the background of this investment professional on FINRA's BrokerCheck