Senior Financial Advisor
CurrentI focus my talents on creating comprehensive wealth-management strategies for select clients by concentrating on portfolio management. I am also responsible for designing and implementing retirement plans that help clients pursue the retirement lifestyle they aspire to, as well as guiding corporations and their employees in choosing suitable retirement investments.As a licensed investment professional for more than 14 years, (earning Series 7, 63 securities registrations held through LPL Financial and a Series 66 registration held through Private Advisor Group and LPL Financial. In addition to Life, Health, Variable Life/Annuity and Long Term Care licenses) I have developed an extensive background in insurance and investments.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Compass Capital Management are separate entities from LPL Financial.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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.