Transamerica Financial Advisors, Senior Marketing Director
Member Since: 2017
I am a Investment Advisor Representative a fiduciary, CFed (Certified Financial Educator), Licensed Life & Health Agent, Long Term Care Certified. I have been with Transamerica Financial Advisors for 6 years and have been in the industry for 10 years. I work with small business owners, Executives, Families, Individuals. I also have held a real estate & mortgage brokers license as well as owner part of a title company. I have been a business owner all of my life, so I understand what a business owner deals with on a daily basis and I help them plan for their futures what every that goal and or dream is. I\'m a broker so I have access to the entire market. This allows me to concentrate on the plan and not products.