About My Practice
My mission is to help individuals develop financial objectives,
and achieve those objectives through various financial products
and investment services that are designed to meet their present
and future needs.
My goal is to help you make informed decisions about issues
that affect your financial well being so you can achieve financial
freedom.
My practice also focuses on special needs planning. We help you
to properly plan the financial support required for either your child,
parent, or spouse without interfering with governmental assistance.
Experience
3 Time Leaders Conference Qualifier
Member of Million Dollar Round Table
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: FL, VA, PA, CO, Health/disability insurance: FL, VA, PA, CO, Fixed annuities: FL, VA, PA, CO, Variable annuities: FL, VA, PA, CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Life Underwriter (CLU®)
Broker-Dealer Affiliation
Metlife Securities, Inc.
Broker-Dealer Disclaimer
Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc., (EGA) 300 Davidson Avenue Somerset, NJ 08873-4175. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities and investment advisory services offered by Metlife Securities, Inc. (MSI) (FINRA/SIPC) and a registered investment adviser, 1095 Avenue of the Americas, New York, NY 10036. EGA, MLIC and MSI are Metlife Inc. companies. L0511179733[exp0512][CO,FL,KY,MI,NC,
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
