Representing Legacy Financial Group / Mass Mutual. Our model is centered around a wholistic approach to financial well being for our clients, with a concentration on unique strategies within asset allocation*, tax leveraging, and lifetime income planning.Specialties: Holistic Financial Protection and Principal Preservation Strategies, Retirement Strategies, Estate Planning, Life Insurance, Key person Insurance, Disability Insurance ,Long term care insurance, Buy-Sell Agreements, Comprehensive Employer Benefits Packages, Fixed and Variable Annuities*, 401K Rollovers, Mutual Funds*.

Representing 21st Century Financial. Our model is centered around a wholistic approach to financial well being for our clients, with a concentration on unique strategies within asset allocation*, tax leveraging, and lifetime income planning.Specialties: Holistic Financial Protection and Principal Preservation Strategies, Retirement Strategies, Life Insurance, Key person Insurance, Disability Insurance ,Long term care insurance, Buy-Sell Agreements, Comprehensive Employer Benefits Packages, Fixed and Variable Annuities*, 401K Rollovers, Mutual Funds*.*Asset Allocation which is driven by complex, mathematical models should not be confused with the much simpler concept of diversification nor does it ensure a profit or protect against loss in a declining market.

Financial adviser, representing 21st Century Financial. Our model is centered around a wholistic approach to financial well being for our clients, with a concentration on unique strategies within asset allocation*, tax leveraging, and lifetime income planning.Specialties: Holistic Financial Protection and Principal Preservation Strategies, Retirement Strategies, Life Insurance, Key person Insurance, Disability Insurance ,Long term care insurance, Buy-Sell Agreements, Comprehensive Employer Benefits Packages, Fixed and Variable Annuities*, 401K Rollovers, Mutual Funds*.*Asset Allocation which is driven by complex, mathematical models should not be confused with the much simpler concept of diversification nor does it ensure a profit or protect against loss in a declining market.

Board Member

As a Representative with the Northwestern Mutual Financial Network, I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network

Managed Florida regions sales team and operations

Managed two branch locations for Citifinancial in Sales, Business Development, Marketing and day to day branch Operations including ROI, Margin's, staffing and training.