With over 15 years of experience in the financial industry, I help clients create tailored financial strategies that help them reach financial independence. My clients include individuals, families and small businesses. They value my ability to
meet their specific needs utilizing a vast array of financial products and services. They appreciate that I am open, ethical and act with the utmost integrity. To better serve my clients, I earned my Life, Health, series 7 and 66 securities
licenses. Prior to starting my firm I have held various positions with major Investment banks and at my helm was Senior Vice President overseeing Investment activity for over 500 bank branches. When I am not working with clients, I enjoy spending time with my family.
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