I was proud to serve my communities for over 20 years as a Flight Paramedic, Firefighter, and Instructor. In keeping with a tradition of service I have dedicated the past 20 years in service to the financial well-being of my community. Since 2001, I have worked with families, Professionals, and large and small businesses to be their partner in developing a plan specific to their situation. My comb
ination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or simply looking for life, disability income, or long-term care insurance protection, I promise a new level of attention, insight, and capability. Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself on getting to know each client so that I can understand their individual situation, needs, and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Comprehensive Financial Planning
• Retirement Analysis and Investment/Wealth Management
• Estate and Legacy Strategies
• Executive Bonus and Key Person Plans
• Employee Benefit and Retirement Services
• Financial Education and Consulting
• Business Transition and Continuation Strategies
• Life Insurance, Disability (paycheck protection), and Long Term Care Strategies
I am a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC, www.sipc.org. Supervisory office: 13455 Noel Road, 20th Floor, Dallas, TX 75240 972-246-1800
Guide Path Financial Group is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies
Disclosures: https://www.guidepathfg.com/licenses