Focus: Insurance Strategies, Group Benefits, Business Owners
Knowledge is the key to a successful financial future. 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 provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Licensed to sell Health/Life Insurance in South Carolina
Affiliations & Memberships
Member of BNI Upstate Referral Network
665 North Academy Street
Greenville, SC 29601