Portfolio

A personalized and diverse portfolio to serve you & your family.

blonde studentI am an Advanced Certified College Advisor associated with long-standing organizations & their resources. As such, I help clients with minimizing the need to spend their own funds on providing the best possible college educations to their children by maximizing the acquisition of free funds available for the same purpose!

retired peopleTo get you the insurance you need to protect what matters most to you, we enjoy the privilege of representing many of the finest insurance companies in America.

  • We enjoy the privilege of representing many of the top-rated U.S. insurance companies. If you have a preference, just ask.
  • We hold license to do business in more than 25 states. If you reside within a state in which we are not yet licensed, obtaining license there can be usually accomplished within 24 to 48 hours.

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