Focus Areas
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Certifications
CFP®
Certified Financial Planner™ChFC®
Chartered Financial Consultant®CLU®
Chartered Life Underwriter®AAMS™
Accredited Asset Management Specialist™
Team Members
Georgi KingRegistered Branch Associate- Andrea DollarSr. Branch Office Administrator
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