LPL Financial Advisor in Maine
- Retirement Plans
- Financial Planning
- Life Insurance
Series 7*, Series 66*, Series 24*
Life Health & Variable Insurance License
Registrations: AR, CT, FL, KY, ME, MN, MS, UT
*Licenses Held at LPL Financial
- University of South Florida Muma College of Business – Bachelor of Science in Finance
It always seems impossible until it’s done.
After many years in customer service as well as property and casualty insurance, I transitioned into financial services in February of 2018. I started as an administrative assistant and was able to achieve my licenses and education while growing my position to LPL Financial Advisor.
Since starting as an advisor, I have assisted many businesses and individuals with their long term financial goals. With a focus on retirement plans for both the individual and employers, I have helped people answer tough questions and put plans into place to help them work toward financial freedom. My true passion comes from watching my clients get closer to reaching their personal financial goals.