I provide individuals and businesses with wealth management services. Types of services we provide are retirement planning, succession planning, education planning, life & long term care insurance needs as well as assisting with estate planning needs. I now that in today’s ever changing economy trying to keep up on everything is a full time job. That’s where I come in; as a financial consultant I can be the eyes and ears on the market so the client can focus on their busy lives.
Job Title: |
Financial Consultant |
Company: |
Hilliard Lyons |
College: |
Olivet College, Business/Insurance & Risk Management, Olivet, Michigan
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High School: |
Charlotte High School, Charlotte, Michigan
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Lives In: |
Charlotte |