Preparing for the next step in life isn’t always easy.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
University of Birmingham, UK (1994-1998)
BSc Medical Biochemistry
running and biking with my kids
High School Field hockey Coach
- Insurance Strategies
- Student Loan Refinancing
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Business Succession Planning
- College Funding Strategies
- Financial Education
- Estate Planning
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Simon’s Licenses and Disclosures