Prudential Advisors, Financial Advisor
Member Since: 2017
I am currently a financial advisor employed by Prudential Advisors located in the DTC. I retired from Coca-Cola North America three years ago to follow my dream to help families achieve financial independence for retirement as a financial adviser and fiduciary. I am licensed in 8 states and I am always seeking referrals for clients and for new associates to join my growing team of investment professionals. My business is founded on integrity and trust supported by excellent client and colleague relationships offering incomparable value to all. I specialize in retirement planning for small business & families including income & tax strategies, LTC, life insurance , LTC and SS and Medicare analysis.
I have been married for 30 years and I have two teenage daughters, two dogs and a cat. I enjoy golf, skiing and Colorado Rockies baseball,
and learning more everyday about people and the gifts they bring to those who listen to their stories.