History
The business is built on building relationships, protecting families, and their assets. I am fully licensed to handle all your life, assets, retirement and long term needs. Securities offered
Specialties
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions, I will be there for you 24/7 via phone call. I've been referred to as the Banker that never closes = ). Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I am fully licensed to handle all your life, assets, retirement and long term needs. Securities offered through Voya Financial Advisors, Inc., I can help you execute a sound financial program utilizing the following products and services: Investment management Retirement strategies ( 401K, 403B, 457, Roth IRA, IRA's, Mutual Funds, Simple IRA's, C.D's, 529 plans etc.) Estate conservation strategies Life Insurance (Term, UL, VUL & Index ) Annuity products Fire and Casualty (Auto, home & Business Ins.) Disability, LTC, Health and more...... Tax Management Strategies