Brag about yourself - what makes you great at what you do?
I am affilitated with the top ranked company in the industry for insurance products. I have a well diversifed practice that encompasses a holistic approach to financial planning and wealth preservation.
What types of business contacts are you looking to make?
Young married professionals that have or are starting a family. Small to mid-sized companies and high net-worth individuals that are open to a review of their current financial plan.
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