As a Regional Vice President at Wealthvest, I have over 18 years of experience in providing financial planning, investing, and insurance services to clients across the country. I hold the Series 7, Series 66, and Insurance Agent licenses, which enable me to offer a wide range of products and solutions to meet the diverse needs and goals of my clients.My passion is to help my clients protect their assets and achieve their retirement dreams with annuities, one of the most effective and reliable income-generating tools in the market. I leverage my expertise in annuities, retirement, and business building to educate, advise, and support my clients throughout their financial journey. I also collaborate with an internal annuity sales team and the home office to deliver exceptional service and value to our clients and partners.