CFP®, MBA
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning
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
Coverpath
- Get a quote for term life insurance
CRN202207-267436
Check the background of this investment professional on FINRA's BrokerCheck
BA Cornell University
MBA Pepperdine University