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💧 15 Years of Direct Financial Services Experience
💧 Independent, Fiduciary-Minded Approach
💧 Tailored, Transparent, and Results-Driven Planning
💧 Best Fixed Annuities, LLC (2017 – Present)Specialized in custom-designed annuity strategies and conservative retirement plans for pre-retirees, business owners, and federal employees.
💧 Prudential / AXA Advisors (2014 – 2021)Developed investment plans, insurance strategies, and small business solutions.
💧Fidelity Investments (2011 – 2014)Served as Account Executive managing household investment portfolios and rollovers.
💧 Merrill Lynch Private Client (2010 – 2012)Designed financial plans focused on asset preservation for HNW individuals.
💧 Independent, Fiduciary-Minded Approach
💧 Tailored, Transparent, and Results-Driven Planning
💧 Best Fixed Annuities, LLC (2017 – Present)Specialized in custom-designed annuity strategies and conservative retirement plans for pre-retirees, business owners, and federal employees.
💧 Prudential / AXA Advisors (2014 – 2021)Developed investment plans, insurance strategies, and small business solutions.
💧Fidelity Investments (2011 – 2014)Served as Account Executive managing household investment portfolios and rollovers.
💧 Merrill Lynch Private Client (2010 – 2012)Designed financial plans focused on asset preservation for HNW individuals.
Saturday: By appointment only