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)

One thought on “About Me

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