President
CurrentProviding investment guidance and support for my valued clients through the highs and lows in life. I don't ask for a client's trust - I work hard to earn and retain it.Always looking forward to the future and happy to go to bat for my clients' best interests. Specializing in divorcee and widow tax efficiency strategies, 401(k) rollovers, SDBA business, Delta employee retirement plans, and 360-degree financial advice. Securities and advisory services offered through Cetera Advisors LLC. member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.