I have always believed in providing Legendary service to my clients. what set us apart form the others is believing in Master Mind Philosophy; in which you seek the best solution for clients in the area that you excel; and build partnerships with the experts in the other fields in order to provide a comprehensive, cost effective plan for your clients.
I hold Uniform State Law investment Adviser License (known as Series 66)
Life and Health Licensed as well as Long Term care Licenses in States of NC, VA, AZ, IN
My affiliations include:
Member Morrisville Chamber of Commerce