Focus: Investment Strategies, Insurance Strategies, Business Owners
There are differences between accumulating assets for, and plotting a successful retirement. My practice is centered on creating a customized strategy in a holistic manner that helps give a sense of financial security.
Whether you are a business owner, key executive, or gainfully employed, my clients can expect to be fully engaged in the process of forecasting their needs, exploring solutions that will fulfill them, and putting in place a strategy that they can be confident in. Annual reviews of such strategies are a recommended part of the process.
PRODUCTS AND SERVICES
Retirement Funding Strategies
TSP, 401k, 403b, & 457
Wealth Management services
Proprietary and non- Proprietary Fixed and Variable Annuities
Proprietary and non- Proprietary Life, Disability, & Long-Term Care Solutions
Estate Conservation Strategies
Education Funding Strategies
Group Benefit Plans
Fee-Based Financial Planning
More than 12 years of industry experience in operations and wealth management
Licensed for Life, Health
o MD, VA, DC, PA, WV, & FL
Licensed for Variable Life and Annuity Products
o MD, VA, DC, WV, & PA
Registered to offer securities products
o MD, VA, DC, PA, NY
Investment Adviser Representative of MML Investors Services, LLC.
Transition Solution Specialist
Bachelor of Arts, History, The Catholic University of America, DC
Associate of Arts, Mass Communication/Journalism, Miami Dade College
Member, National Press Club, DC
Member, Phi Theta Kappa
Alumnus, The Catholic University of America
Miami Dade College
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