
Experienced with providing comprehensive financial advice, risk management and investment strategies. Proven ability to guide clients toward their financial goals through strategic and personalized planning. Track record of building strong client relationships with a friendly and personable approach.
SIE, Series 6, 63
Licenses held-
NY- Life, DI, VA, VLI, LTC
CT- Life, DI
NJ- Life, DI, VA, VLI, LTC
PA- Life, DI, VA, VLI