Trusted Advisor to Business Owners, Corporate Executives, and Their Families
In financial services since 1989, I specialize in creating customized financial strategies for business owners and corporate executives. I’ve been particularly successful with helping clients who are concerned about adequately protecting their incomes, disappointed by the performance of their investments, or unhappy with how they are tracking towards retirement. Connect with me on LinkedIn if you want to talk about how I can become your trusted advisor and help you protect and growth your wealth so you can feel more confident in preparing for your future. You can also call me at (972) 455-4319 or email me at firstname.lastname@example.org.
I am licensed to sell insurance in: TX, FL, MA, NJ, NY, CT, OR and I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 5080 Spectrum Dr., 902W, Addison, TX 75001. (972) 455-4300. Fee based financial planning services are offered through Spectrum Strategies, LLC, a registered Investment Advisory Firm, and are not offered or sponsored by MML Investors Services, LLC. Spectrum Strategies, LLC is not a subsidiary of or affiliate of MML Investors Services, LLC. I am licensed to sell insurance in: TX, FL, MA, NJ, NY, CT, OR and CA (Insurance License 0H28641)