About My Practice
Over the last 17 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer and distribution of assets in the most advantageous manner. Specifically, I can help you: - Retire more comfortably
- Protect your assets and your financial future
- Plan your estate
Experience
Professional experience and education:
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
CUNA Brokerage
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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