Organization / Workplace

Occupation

Industry

Finance / Banking / Insurance

About

I offer total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in OH and securities in OH. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). OSJ address: 2012 West 25th Street, Suite 900, Cleveland, OH 44113. (216) 621-5680.