Senior Wealth Advisor, Founder
Candidate for CFP® certification
FINRA Series 66 & 7 Securities Registrations
I build the comprehensive plans that are customized based on your personal scenarios and goals.
FINRA Series 7, 66, 24 & 53 Securities Registrations
I assist in reviewing opportunities available to you and ensure accurate implementation of your financial plan.
Client Service Coordinator
FINRA Series 7 Securities Registration
I am happy to provide answers to questions concerning your accounts and handle any requests you may have.
Need Assistance Form