- Registered Representative of LPL Financial
Licenses, Registrations and Affiliations
- Licensed Life/Annuity and Health Insurance Agent
- Registered Representative with LPL Financial
- CPFA, Certified Plan Fiduciary Advisor
- The Rotary Club of Powhatan
Along with a team of professionals, I offer guidance to my clients to help them aim towards their financial goals.
I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to pursue your goals
- Identify gaps, if present, and offer strategies to fill them
I can offer comprehensive financial strategies and/or focus on one specific area of need.