As a holistic financial consultant, I focus in guiding clients toward a secure financial future by focusing on tax-efficient retirement savings strategies and comprehensive life insurance needs analysis. My goal is to empower clients to achieve their financial aspirations by asking the right questions and creating personalized plans that address their individual circumstances. Together, we can build a roadmap that ensures your financial confidence for years to come.
- Series 7
- Series 66
- State life & Health license
- Long-Term Care License
- Bachelor of Science in Finance and Marketing from the University of South Carolina