I am a licensed financial consultant who listens and effectively responds to the financial needs of my clients. I am an expert at translating those needs into premium efficient solutions that would boost your portfolio.
I have obtained multiple state licenses and passed several brokerage examinations. I provide my clients with specialist advice on how to manage their money. This involves researching the marketplace and recommending the most appropriate stocks and assets available, ensuring that my clients are aware of assets/securities that best meet their financial needs.
Current Stock Updates
24/7 Client Support
Tax Preparation and Planning
Bookkeeping and Virtual CFO
Portfolios Handled
Years of Experience
Client Satisfaction
State Licenses
I am dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs and desired level of service. Feel free to contact me to inquire further about my approach to financial planning and how I can help you achieve your financial objectives. I look forward to getting to know you and I am always available to answer your questions.
Financial Advisor
Stock Broker
Stock Broker
Small Business Owner
Physician
Marketing Director
Licensed Investment Advisor & Stock Broker
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Contact Me