Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Military, Financial Education, Group Benefits, College Funding Strategies, Estate Planning
Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s.
I am licensed to sell insurance in: NC, NY, GA, IL & PA and securities in:
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4000 Westchase Boulevard, Suite 400, Raleigh, NC 27607 (919) 755-3100.
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