About My Practice
My typical client is middle income mainstream America. I do a comprehensive review including cash flow management,
protection, investments, retirement, taxes and estate planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CPCU, AIS, AMTC, LUTCF, CPCU, CLU
Financial Network Investment Corporation
Securities and Investment Advisory Services offered through Financial Network Investment Corporation
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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