Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I have been working in financial industry for more than 20 years. Most of my clients are professionals such as doctors, engineers, and business owners.
Blue Chip Council: A Strategic Financial Group honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing, and retaining clients by helping them meet their financial security needs.
Leaders Conference Qualifier: A Strategic Financial Group honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
Million Dollar Round Table (MDRT) Member since 2013.
St. John the Divine
Insurance Strategies
Investment Strategies
Education Funding
Life Insurances
Annuities
Long Term Care
Mutual Funds
Tax Strategies
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.
Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
Phone 713-402-3800.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.
Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
