Prior to joining the firm, I was an integral member of a regional office for a large, nationally recognized financial services brokerage company. With over 30 years of experience in the financial services industry, I continue to work closely with other advisors to educate and develop systems and processes to help them become more efficient, As an active financial advisor, I strongly believe in having a balanced holistic approach to financial planning. In addition to my role as a Financial Advisor, I assist with the transition and marketing activities of our firm.
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