I am a 38 year veteran of the financial services industry having earned my Series 6 in 1981 and my Series 7 (General Securities License) as well as my principal's license series 24 in 2002. In 2001, I earned my series 65 (Uniform Investment Adviser) license to conduct fee based advisory business.
I am licensed in 17 states and have been licensed in the Insurance industry since 1980.
I am proud of having a pristine record in the 38 years I have been helping families and business owners navigate the complexities of the financial, tax and insurance options facing all of us throughout our careers and into retirement. I have worked with CPA's and Estate Planning Attorneys to ensure my clients receive the best standard of care when it comes to their financial needs.
My practice has and will continue to be driven behind the principals of offering services with a Fiduciary Standard that I feel offers a Superior Level of Service. That is why I have attained the Registered Fiduciary Designation through Dalbar.