With over two decades of experience in the financial services industry, I continue to see how underserved so many people are with their financial advisor, or lack thereof. I believe that true success is measured by how many others you help become successful and my fulfillment comes from helping people create the financial lives they envision for themselves and their families.
When I was 2 years old, my parents began building their financial services business. Growing up and seeing first-hand the thousands of clients that have been able to achieve their financial goals and have peace of mind is what attracted me to this career. I achieved my first professional license in 2001 at the age of 18 to continue our family's legacy of making a positive difference in the lives of others.
I'm fortunate to have had the unique experience of working with many different generations of clients and their families. This gives me the foresight to know how someone's financial needs will change over time and to confidently navigate them through all stages of their financial journey; to plan not just for the immediate future, but for a lifetime.
I have an amazing daughter, Grace, who is my biggest motivation to be the best example of integrity, commitment, and service to others that I can be. My commitment is to provide our clients with greater peace of mind, knowing they have a plan and an accountability partner who will come alongside them to help make good decisions and guide them towards success throughout their entire financial journey.
Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS™ concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.
|Firm Start Year:||1922|
|States Licensed in:||MD,NJ,NY,PA,VA,WV,FL,NC,SC,CO,CT,OH,MA|
|Number of Years with Current Firm:||21|
|Work with the following types of clients:||Individual Investors, Businesses|
|Foreign Languages Serviced:||English,Spanish,ASL|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning|
|Investment Types:||Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Video Conference, Your Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Annuity, Life|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$25,000|
|Compensation Methods:||Based on Assets, Commissions|
|Fee % Based on Assets:||1|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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