My goal is to provide professional guidance in helping families and business make responsible decisions that will help them attain their future financial and retirement goals for the people that are most important in their lives. I enjoy building long-lasting relationships with my clients and being a valuable resource for providing options and solutions for the financial needs of their family and business.
Product and Services
• Professional Managed Advisory Accounts
• 401(k) and Pension Strategies
• IRA/401K Rollovers
• Real Estate Investment Trust
• Business Development Company investments
• Alternative investment Options
• Annuity Options
• Life Insurance (Term, UL, VUL, and Whole Life)
• Disability Income Insurance
• Long Term Care Insurance
• Education Funding Strategies
• Health Insurance
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.