My Qualifications

For over 40 years I have been woking with customers in the area of  financial services.  I hold the following professional designations and licenses:

    Registered Finanical Consultant 

   Certified Retirement Counselor

    Series 6,7,22, 65

    Flordia Life, Health and VA License                                             

 

I am  dedicated to developing lasting relationships with all my clients.   I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise to help you pursue your financial goals.