About Me

Qualifications 

• ​Bachelor of Business Science in Business and Financial 
• Financial Professional since 1998
• Licensed to sell Life & Health Insurance 
• Registered to offer securities products
• FINRA Series 7, 65, 63, and 26 securities registration 

Products and Services 

• Stocks, Bonds, and Mutual Funds
• Wealth Management Services
• Access to Managed Accounts
• Annuities, Fixed and Variable
• Charitable Giving Strategies
• Disability Income Insurance 
• Estate Conservation Strategies 
• Education Funding Strategies
• IRA Consolidation/ Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Medicare Supplement Coverage
• Pension Payout Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance 
• Variable Universal Life Insurance
• Whole Life Insurance