Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Financial Education, Group Benefits, Charitable Giving
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I provide an analysis of your current financial situation and help you:
• Identify financial goals and concerns.
• Illustrate what is being done to reach your goals and deal with concerns.
• Identify gaps, if present, and offer solutions to fill them.
Check the background of this investment professional on FINRA’s BrokerCheck
5100 Poplar Ave Suite 2300
Memphis, TN 38137