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Together We Can Help Build a More Financially Secure Future
I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.
I specialize in helping individuals like you with family income protection, education protection for children, planning for retirement, maximizing retirement income, gifting to loved ones or charitable organizations, transferring wealth to beneficiaries, and small business insurance needs.
I am married and have two children, so I understand the need for income protection and planning.
I can offer you a wide variety of financial solutions to address your current needs.
I have 10 years of experience in the insurance and financial services industry.
Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.
I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.
Small Business Solutions Designed to Help Make Your Life Easier
As a small business owner, you have enough responsibilities on your plate. I can assist you with key person insurance, retirement planning, employee benefits, pension risk transfer, business succession planning and more.
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.
Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.
¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.
Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.
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WHY YOU...Not sure you’re cut out to be a financial representative? Don’t sell yourself short. You’d be surprised what skills can translate to success in this fast paced, people oriented, and increasingly modern industry.
WHY NOW...The world is changing. And so has our industry. Virtual meetings. Digital support. Electronic paperwork. And a need for our financial solutions that is bigger now than ever before.
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