Insurance Strategies, Investment Strategies (Reg. Reps Only), Student Loan Refinancing, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
English
I offer total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Trust Co., FSB
CRN202207-267436
Check the background of this investment professional on FINRA's BrokerCheck
Pacific Union College (1994-1998)
Member of Finseca
Member of NAIFA