Last Updated: Nov 23, 2024

As a Financial Professional with Prudential, I can provide assistance on a range of financial issues - from evaluating insurance needs to helping clients meet their financial needs. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' ' Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges. Together we'll develop a strategy to help you find solutions to your financial challenges and meet your goals.


Our process includes:

  • Evaluating your current financial needs and goals
  • Developing a strategy to address them
  • Periodically reviewing your insurance needs and goals, and adjusting your strategies to help you meet your financial goals at each of your life stages
  • Collaborative work with your professional advisors, such as your attorney and accountant


Our tools and solutions include:

  • Access to Asset Protection and Risk Management
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Property and Casualty Insurance

Investment and Retirement Planning Needs

  • Annuities
  • IRAs and Educational IRAs
  • Mutual Funds
  • Management Money Accounts

Business Planning Needs

  • Business Continuation Funding
  • Executive Compensation Funding
  • Key Person Insurance


It makes good sense to establish a long-term relationship with a Prudential Financial Professional because we have a reputation for integrity and value. In fact, we touch the lives of millions of people who depend on us to help them meet their financial challenges.

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