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I am an Executive Financial Advisor and Manager or Financial Advisors, with 19 years experience and holding 11 licenses and Registrations. I've given 300 Seminars and training sessions, licensed, trained and Managed as many as 440 Advisors at one time, and traveled the country in the Independent, Banking, Wholesale, CPA, and Broker/Dealer. I am currently doing Estate Planning and a Recruiting Principal for a local Broker/Dealer. (one anyone would find refreshing if looking for one!) I do personal business in every facet of financial services and am currently contracting with 25 companies. I can also license in other states and work with clients on many products from the telephone and computer. I have worked with The Travelers, Dean Witter, Prudential Securities, GE, Independent Bank, ING, AIG, Allstate and Farmers Insurance. If you need an expert in financial services, don't hesitate to call!
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