ABOUT ME

Empowering Financial Futures & Building Lasting Legacies

I have a deep passion for helping people understand their finances better and closing the wealth gap, especially in communities that have been historically underserved. My mission goes beyond just individual success; I love working with like-minded professionals to make a real difference for future generations. Together, we can create a more inclusive economy and leave a lasting legacy of financial empowerment for everyone.

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"My mission goes beyond just individual success; I love working with like-minded professionals to make a real difference for future generations."

Guiding Your Financial Journey with 26 Years of Expertise

As a Licensed financial professional with 26 years of experience in the financial services Industry, I bring a wealth of experience and a knack for being organized and proactive. I've had great success in sales, coaching, and business development across various channels like Wirehouse, Bank, and IBD. My expertise covers a wide range of areas, including Annuities, Life Insurance, Long-Term Care Insurance and financial products.

On top of my industry knowledge, I hold several important licenses and certifications, such as FINRA Series 7, Series 66, Series 31, Life & Health Insurance, and certifications from the College of Financial Planning (CMFC), Certification in Long Term Care (CLTC), and Certified Financial Education Instructor (CFEI). I'm here to help you navigate your financial journey and achieve your goals. Let's work together to build a brighter financial future!

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