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About Me

I am a knowledgeable financial professional with over 15 years experience in helping individuals reach their retirement goals through income options on annuities as well as answering questions on IRAs to include 72(t) and Required Minimum Distributions, Stretch IRAs and Roth Conversions. I have a BS degree in business. I have attained the FLMI designation, and am an NASD licensed series 7 and 63 securities and insurance agent. I love to travel, and I love helping people reach their financial goals.

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