Skills:
CPA, Securities Licenses, Insurance Licenses, Financial Planning, Retirement Planning, Long Term Care, Insurance Planning, Wealth Management, Wealth Transfer, Estate Planning, Annuities, Wealth Accumulation, Insurance, Disability Insurance, Annuity, Series 63, IRA's, Wealth, Charitable Giving, Pensions, Private Wealth Management, Series 6, FINRA, Wealth Preservation, Trusts, High Net Worth Individuals, Term Life Insurance, Charitable Giving Strategies, Comprehensive Wealth Management, Personal Finance, Long-term Care