Experience Summary
I have twenty years of experience in the financial services and insurance industries, and fifteen years being involved with marketing, selling, implementing, and servicing advanced insurance, retirement, investment advisory, and estate planning strategies for high net worth individuals, institutions, and business owners. I currently hold my Series 7, 63, & 65 securities licenses, as well as my Life & Health license and Chartered Life Underwriter (CLU) designation. My bachelor's degree in Economics as well as my professional experience will allow me to be a valuable resource for you in your educational pursuits.