Like all entrepreneurs who own a business, I have a story of how my business started. My father started from scratch, providing financial protection to families and businesses. More than 60 years later, my firm expands on this, exponentially.
We help our clients to protect what they have built, so they may enjoy the fruits of their labor throughout the rest of their lives. Our Protection First philosophy and broad Financial Balance perspective lead us to identify opportunities to reduce or manage costs, and to help design and employ opportunities for creating additional wealth. Our uncommon point of view and unique resources set us apart from other firms.
The need is great for our services. Our firm is growing with over 12,000 clients, which requires new talent to serve our markets. We enjoy discovering and teaching women and men who want a new career that goes beyond the norm - with Time Freedom and Money Freedom. That includes the skill sets to help individuals and businesses with their financial worlds for the long term. Each Financial Rep builds their own legacy, for the benefit of themselves and their families. This is a career with client relationships that lasts a lifetime.
Registered Representative with Park Avenue Securities, Financial Representative with Guardian.