Our Qualifications

We have advised companies as well as individual investors for well over a decade. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We hold multiple professional designations and are registered to provide a variety of financial products and services. We look forward to speaking with you.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE

This information is intended for use only by residents of (CA, CT, FL, MA, ME, NH, NY, OK). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CT, FL, MA, ME, NH, NY, OH).

Investment products and services are offered through Wachovia Securities Financial Network, LLC (WSFN). Wachovia Securities is the trade name used by two separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Any other referenced entity is a separate entity from WSFN.

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