Registered Investment Adviser - Managing Principal
I have always believed in providing legendary service to my clients. We set ourselves apart from others by 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.
I hold Uniform State Law investment Adviser License (known as Series 66)
Life and Health Licensed as well as Long Term care Licenses in the following States :