Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I provide total financial needs analysis through a network of experienced professionals with expertise in:
1) Retirement analysis and programs
2) Estate strategies
3) Employee benefit and retention services
4) Business continuation strategies
5) Trust services
I offer an analysis of your current financial situation and help you:
1) Identify financial goals and concerns
2) Illustrate what is being done to reach your goals and deal with concerns
3) Identify gaps, if present, and offer solutions to fill them
I am a registered representative of and offer securities through MML Investors Services, LLC., member SIPC (www.sipc.org).
MassMutual Intermountain West
6330 South 3000 East #600
Salt Lake City, UT 84121
I am licensed to sell insurance in Utah, Missouri, Kansas, California (CA License # 0H89847) , and securities in Utah.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies