Biography

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. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. 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.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Military
  • Financial Education
  • College Funding Strategies
  • Risk Management Strategies
  • Business Succession Planning
  • Investment Strategies (Reg. Reps Only)

Languages

  • English
  • Spanish

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck