4350 Congress Street #300
Charlotte, NC 28209
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
University of Pittsburgh 1987-1992
Hobbies
Golf, Ice Hockey, Hiking
Affiliations & Memberships
Member of Financial Industry Authority, Inc (FINRA) Member of NAIFA
Languages: English
Credentials: CRPC®, CLTC, RICP®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, Business Owners, Business Succession Planning, Group Benefits, Retirement Strategies, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck