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!