I am an experienced financial planner with over 25 years in the financial services industry. I am a Certified Financial Planner and a Certified Plan Fiduciary Advisor. I take a holistic approach to analyzing my clients’ investment, insurance, and other financial needs, helping them achieve their individual financial goals. I work with clients to develop a personalized financial roadmap that aligns
with their financial goals and addresses risks along the way. Sometimes the road of life brings unforeseen difficulties or opportunities, and having a plan in place for risk management and growth potential can help you navigate these times. I am an Investment Advisor Representative and hold the FINRA Series 7 & Series 66 Securities Registrations, as well as being an Insurance Agent holding the Life, Health, Disabilities, and Long-Term Care Insurance Licenses. I am registered to offer investments and insurance in numerous states. Prior to becoming a financial advisor, I worked as a Senior Manager and Loan Officer in the mortgage industry and still hold a mortgage license, NMLS: 1513145. I am authorized to conduct life insurance and securities business in Ohio, Florida, Texas, Georgia, and Michigan, and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity."
