Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow or evaluate and build upon any existing financial plans. The end-result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense – as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
As a professional advisor located at PenFed Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products.
I have been in the Financial Industry since 2005, and helped many people accomplish their goals.
I am FINRA registered , Life, Health & Annuity Licensed.
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.