With over 20 years of experience in the financial services industry, I pride myself on the personal service I am committed to providing to all of my clients. With a firm understanding of market and industry trends I strive to create successful investment strategies for my clients.
I have been an Investment Representative for 19 years. Prior to that, I was a manager at a large national bank in the brokerage operations department. Also, I spent 2 years working on the floor of the Chicago Mercantile Exchange in the Eurodollars futures pit.
I have my Series 7, 63, 65 and 66 securities licenses, as well as life and annuity licenses. I work with each and every client to help ensure that their financial goals are being met, and I believe that my hands on approach and personal service has been instrumental in mine and my clients' success.