I am a licensed advisor with over 20 years of experience in the financial industry. I have always made it a practice to work closely with my clients to determine the best solutions that will meet their unique short- and long-term financial needs.
Ensuring that clients are fully aware of how their product of choice functions, as well as how it provides benefits to them, have always been key to how I service my clients. It is my belief that the more knowledgeable a person is about a product, the more confident and secure they will feel about the decision they’ve made and benefits that that product will provide towards meeting their overall financial goals.
Above all, I am passionate about helping people organize their financial future and develop a living financial plan that is relevant both today and in their retirement years.