Insurance Strategies, Charitable Giving, Estate Planning, Business Owners, Group Benefits
English, Spanish
I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. 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 help people protect the ones they love through a variety of financial products and solutions to meet their needs.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Jogging
Chess
Reading
Cooking
Suitland Road Church of Christ Youth Group
Food distribution ministry
Evangelism ministry