CERTIFIED FINANCIAL PLANNER™ practitioner with more than 20 years experience working with individual and business clients helping properly allocate assets, pursue wealth building, manage risk, and protect goals through independent investment, advisory and insurance products and services.Specialties: Retirement Planning, Asset Management, Insurance Planning & Alternative Investment Strategies.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Alchemy Financial Group are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify as it relates to completeness or accuracy.
Listed skills include Investments, Strategic Financial Planning, Retirement, Series 63, and 13 others.