I work with clients who are in or near retirement. We offer safe, secure growth and guaranteed income that cannot be outlived.

Responsible for strategy creation and distribution of Camelot Protected Participation Strategies. Our Separately Managed Account strategies are built for fiduciaries for use in fee based accounts. These strategies provide various levels of downside protection (buffers) while offering uncapped participation on the upside. Unlike structured notes and fixed index annuities, the strategies are completely transparent and have daily liquidity. There are no lock-ups, commissions or surrender charges and are surprisingly low-cost. Reach out to me to learn more!