I believe you need to be educated to make informed decisions when it comes to your financial future. By sorting through all the options and helping you make sense of it all, our Financial Advisors walk you through building custom financial plans to help you pursue both your short and long-term goals. Our team provides financial education to the beginning saver and comprehensive financial advice to professionals and retirees.
As the Program Manager and Vice President of Investment Services, I provide oversight to our Financial Advisors and Associates. I am a Registered Representative, holding the Series 6 and Series 63 with LPL Financial, and the Life Insurance License with Health endorsement.