I find great meaning in helping individuals and families pursue their financial goals. Holding Series 7 and 66 licenses through LPL Financial, I am part of a dynamic team that provides professional investment guidance and holistic financial planning to a diverse clientele. Before joining the team at Highlander Financial Group, I spent the previous 20 years in Washington, DC, where I helped companies and individuals build their wealth.
Listed skills include Business Development, Media Relations, Public Relations, Public Policy, and 16 others.