CFEI
Insurance Strategies, Retirement Income Planning, Business Succession Planning, Financial Education, Business Owners, Group Benefits
English, French, Spanish
Preparing for the next step in life isn’t always easy, and I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I also provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Western Governors University, MBA-Leadership and Strategy
Concordia University, Montreal, BA - Economics
Traveling
Reading
Exit Planning Exchange-Past President