Wealth Management • Life Insurance • Personal Financial Planning • Estate Planning • Trust Management • Series 7 • Series 63 • Series 65 • Medicare Supplement • Long Term Care Insurance • Certified Financial Planner • Wealth Management Services
Campbell University 2013
Masters, Management
East Carolina University 2008
Skills:
Wealth Management Life Insurance Personal Financial Planning Estate Planning Trust Management Series 7 Series 63 Series 65 Medicare Supplement Long Term Care Insurance Certified Financial Planner Wealth Management Services