“Knowing you have insurance as financial support gives you and your family the freedom to spend quality time with your loved ones.”
Sooner or later you will go through a life-changing event. Mine was a few years ago when a loved-one passed away, which resulted in a new perspective on life that I apply to my financial practice on a daily basis.
My burning desire is to give my clients the ability to take control of their financial world; it’s time to fundamentally look at how we manage our finances. My commitment to my clients is to help them craft a plan that is not dependent on the performance of the Stock Market. Through my process, my clients can potentially save at a reasonable rate, protect their assets, limit their tax liabilities wherever possible and reduce financial stress.
In addition to working with individuals, I have a specialty in advising small, closely-held business on their employee benefit plans. I strive to not only provide benefits that fit the culture of your businesses, but also to protect the financial and emotional health of your employees.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.