Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits, Financial Education, Charitable Giving, Investment Strategies
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your 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.
I am licensed to sell insurance in Colorado and California and registered to offer securities products in AL, AZ, CA, CO, FL, HI, MT, NJ and NY. 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: OSJ- 6400 S. Fiddlers Green Circle, Suite 600 Greenwood Village, CO 80111. Phone: 303-779-6500
CA Insurance License #: 0B95396
Master's of Arts - Audiology, SUNY-Buffalo
Bachelor's in Communicative Disorders & Sciences, SUNY-Buffalo
Check the background of this investment professional on FINRA’s BrokerCheck
6400 South Fiddlers Green Circle Suite 600
Greenwood Village, CO 80111-4950