Both, Virtual Advisement, In Person Advisement
Comprehensive Financial Planning, Elder Issues, Long Term Care, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals.
I have over 8 years of experience in financial services. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, 9 & 10, and 2-15 life & health insurance licenses and CERTIFIED FINANCIAL PLANNER® designation.