12 Cadillac Drive, Suite 440
Brentwood, TN 37027
I offer an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.
I offer a broad portfolio of individual (life, disability income, and long-term care) insurance protection, asset accumulation strategies, investments, financial products and services for high net worth families, businesses, and institutions.
*Licensed but not practicing.