Representative
3445 Lawrenceville Suwanee Rd
Suite D
Suwanee,
GA,
30024
Map |
Driving Directions
Phone: 678-987-2636
Fax: 678-987-2629
You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.
As a Prudential licensed financial professional, all of my experience and skills are at your disposal.
Please call me today or click the schedule an appointment link below.
Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates. Securities products and services offered through Pruco Securities, LLC, member SIPC. All are Prudential Financial companies located in Newark, NJ.
IFS # A142322 Ed 1/2008
Profile
- Financial Strategies, Retirement Strategies, Investment Portfolio Construction, Distribution Strategies
- Estate Strategies, Risk Management (Life, LTC, Disability Insurance)
- Group Retirement Plans, Nonqualified Retirement Plans, Health and Welfare Plans
- Executive Compensation Plans, Business Continuation and Transfer
Education
- MBA in Finance and Bachelor of Science in Accounting from LaSalle University, Philadelphia, PA
- Registered Investment Advisor Representative
- Licensed Series 7, 63, 65
- Certified Long Term Care Specialist
Personal
- Married to Joan and father of Kimberly and Michele
- President, Gwinnett Council for Seniors
- Graduate of the Gwinnett County Chamber of Commerce Senior Leadership Program
- Member of the South Gwinnett Rotary
- Recipient of the Gwinnett County Community Service Award
Next Steps
It would be my pleasure to meet with you and discuss your financial and insurance needs.
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
