I help clients by providing financial strategies for their insurance and investment concerns. Being born and raised in the Hampton Roads area, I seek to establish long standing relationships with my clients, through a combination of providing education, guidance and a system to monitor their financial futures. As a Certified Financial Planner™, I am fully capable of providing objective advice to my clients. The services I provide include investment services, retirement planning, asset protection with Long Term Care and Life Insurance, Business Planning, Estate Planning and retirement income strategies. I have my Series 6, 63, and 7 Registrations held