Military, Insurance Strategies, Retirement Income Planning, Business Succession Planning, Retirement Strategies, College Funding Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
English, Spanish
Preparing for the next step in life isn't always easy. My background, experience and committment 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 provide an analysis of your current financial situation and will help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am dedicated to making a difference in people's lives.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Columbia College - Undergraduate Degree (2010)
Webster University - Graduate Degree (2014)
Traveling
Reading
Health &
Fitness
National Association of Insurance and Financial Advisors (NAIFA)
International Rotary
Free &
Accepted Masons
International Rotary
Prince Hall Masons
Shriners