ChFC®, ChSNC™
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Financial Planning ® , Special Needs (ChSNC Required)
English
I am a Chartered Financial Consultant (ChFC®) and have a passion for working with families. My knowledge and expertise allow me to develop comprehensive and holistic financial plans for clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals. The designation Chartered Special Needs Consultant (ChSNC®) has provided me with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Pensacola Christian College (1996-2000)
Anything Sports Related, Reading, playing guitar, hanging with my family
Member of The Academy of Special Needs Planners
Volunteer: BIG Lowcountry, Just Bee, CityLife Charleston