Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Investment Strategies, Military, Financial Education, Group Benefits, College Funding Strategies, Estate Planning
Languages: English, German
Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. 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. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s.
I am licensed to sell insurance in: NC, NY, GA, IL & PA and securities in:
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4000 Westchase Boulevard, Suite 400, Raleigh, NC 27607 (919) 755-3100.
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4000 Westchase Boulevard Suite 400
Raleigh, NC 27607