About Me

Qualifications 

• Bachelor of Business Administration in Accounting 
• Financial Advisor since 1999
• Chartered Advisor in Senior Living, CASL®
• Chartered Financial Consultant, ChFC®
• Registered Employee Benefirts Consultant, REBC®
• Licensed to sell Life & Health and Property & Casualty Insurance
• Registered to offer securities products
• 13 time President's Club Qualifier 
• Series 7, 6, 65, and 63 securities registrations 

Products and Services 

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