Both
Investment Management, Retirement Income Planning
I’ve worked as a Financial Advisor since 2008 with JPMorgan and my area of focus is Wealth Planning, Retirement and Income Planning. I enjoy the opportunity to educate clients on various strategies to maximize their Income Planning as they start to think about retirement. My Ideal client is someone who has 5 years to 15 years before retiring, during this window, there are a lot of opportunities that we can discuss and strategies that we can implement to help them make the most of the wealth.