About Me
- Over three decades in the Financial Services industry.
- The top producing broker for a division of CitiGroup
- The top producing broker for Franklin Income Fund
- A top producer for A.G. Edwards
- Member of Franklin/Templeton Advisory Committee for 10 years.
- Launched an investment advisory firm
- Published financial and investment writer
- Financial literacy educator
- Accredited Asset Management Specialist (College for Financial Planning)
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