About My Practice
As a Financial Services Representative of MetLife, 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
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.
4 Time Leaders Conference Qualifier
Member of Million Dollar Round Table
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: AZ, FL, MI, NY, VA, PA, CO, Health/disability insurance: AZ, FL, MI, NY, VA, PA, CO, Fixed annuities: AZ, FL, MI, NY, VA, PA, CO, Variable annuities: AZ, FL, MI, NY, VA, PA, CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Life Underwriter (CLU®)
Metlife Securities, Inc.
Some health insurance products offered by unaffiliated insurers through the Enterprise General 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. EGA, MLIC and MSI are Metlife Inc. companies. L0613330074[exp0714][AZ,CO,FL,MI,NY,PA,VA].
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.