History
Financial Advisor helping clients pursue their financial planning goals for 20 years.
Specialties
Financial Advisor who helps clients work toward their long-term financial objectives by analyzing their entire financial status and setting a program to pursue their goals. As a full service financial planner,I specialize in asset allocation, risk management, 401(K) rollovers, college planning, retirement planning, retirement income strategies and financial advising. Financial Services. Securities offered through LPL Financial, member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: SC, CT, NY.