I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your needs
Implement your strategy with products and services that help meet your needs
Education
West Chester University (2004-2008)
Languages: English
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Charitable Giving, Military