InsuranceFinancial - Services & AdvisorsRetirement PlanningTaxation & Estate Planning
Hours:
Monday - Thursday 9am - 5pm
Friday's 9am - 3pm
Driving Directions:
I-81 North to I-70 East to Exit 32B (Dual Highway) 1800 Dual Highway will be on your righthand side in the third floor. of the Truist Bank building.
I help individuals, families, and business owners solve financial problems before they become financial emergencies. Whether it’s protecting your family, replacing income, planning for long-term care, or creating tax-advantaged retirement income, my job is to help people prepare today for the things life can bring tomorrow. From an exit strategy from your business, to insuring a new born bundle of joy. Your need is specific to you and my job is to provide the resources you need in the period of life you are in while planning for the tomorrow’s that follow. What will the legacy you leave say about you?