For the IF in Life.
I want to live a life of significance and leave a legacy for my family, what do I need to do now?
I die too soon, what will happen to my family? My business?
I become disabled, how will I pay my bills in Toronto?
I become dependent on my children, how will they care for me?
I have a child or dependent adult with special needs, how do I provide for them after I am no longer living?
I want my child to receive the best possible college education, what investment options are best for my child?
Financial Planner ~ Financial Services Representative
Investment Advisor Representative
Chartered Mutual Fund Counselor
Chartered Retirement Planning Counselor
Member of the 2007 Million Dollar Round Table (MDRT)
Financial Planning Association of St. Louis (FPA) Member
2007 MetLife Resources Leaders Conference ~ Golden Circle Qualifier
2007 MetLife Securities Inner Securities Qualifier
1 City Place Drive - Suite 185, St. Louis, Missouri 63141
Bus. (314) 251-6933 Ext 29378
Fax (314) 985-5858
Cell (314) 973-8967
Toll-free (800) 492-3553 Ext 28576
Welcome and thank you for visiting. My mission is to help individuals develop financial objectives, and achieve
those objectives through various financial products and investment services that are designed to meet their present and future needs.
I want to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. As such,
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I hope you find this site informative and useful. Please take advantage of the many features this site offers such as online account access, calculators and the financial library of articles and terms. Feel free to contact me if you would like more information about financial planning. I look forward to hearing from you.
I am licensed and registered to offer financial planning, insurances, and financial investments in the states of Missouri, Illinois, Kansas, Indiana, Wisconsin, Michigan, Pennsylvania, California and Florida. In addition, I carry FINRA (Financial Industry Regulatory Authority, Inc.) Series 7, 63 and 65 licenses and licensed as a Investment Advisor Representative (IAR).
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