As a Financial Advisor, helping individual clients and business owners pursue their financial freedom is my first priority. With my experience and knowledge I seek to protect your family, business and assets. I will work with you on managing your personal goals, and hope to become a lifetime resource for each and every client.Specialties: Life Insurance, Disability Income Insurance for Business and Individuals, Retirement Planning, Investment Portfolios and Wealth Management, Annuities, Succession Planning, IRC 162 and Executive Bonus Plans, Split Dollar, Deferred Compensation and Defined Contribution Plans, Long Term Care Coverage, Education 529 PlansSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Third party posts found in 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, NC, GA, FL, TX, MA