Open an account with just$5,000
I partner with clients to develop customized financial strategies that incorporate their risk tolerance and fiscal fitness. Together, we developed a process to map a course of lifetime income with a tax sensitive distribution process for a comfortable and dignified lifestyle. In the course of my education, I have completed Series 7,63 & 65 securities registrations and hold a Chartered Retirement Planning Counselor, CRPC® designation that require a lifetime of continuous education. I am licensed in 7 States serving clients across the United States. Investment adviser representative and registered representative of and securities and investment advisory services offered through Voya Financial Advisors, Inc.(member SIPC)
Investing with Purpose
Start your Financial Independence by organizing your finances! Contact me about your own safe, secure financial mobile website.