About Us
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As an experienced, licensed Financial Professional & Insurance Broker with over 26 years of management, IT, and technical experience, I bring a unique blend of analytical, leadership, and communication skills to provide comprehensive and customized financial solutions to help my clients achieve their financial goals.
My journey in finance has been both challenging and rewarding, serving over 100 hundred clients and growing my network to include more than 20 licensed agents over the past three years. This rapid expansion is a testament to the effectiveness of our client-centric approach and the value we provide.
My total IT experience is now 28 years and Financial Services experience is 4 years.
Our Vision
To Lead the Financial Revolution
Our Mission
Create Wealth for Families
Areas of Specialty
Life Insurance:
Health Insurance
Individual Health Plans (ACA & Medicare)
Group Health
Group Wellness
Long Term Care
College Saving Plans
Tax Efficiency Planning
Wealth Management
401K Rollovers
IRAs (Traditional, Roth, SEP)
Retirement Planning
Estate Planning
Will & Trust
Notary Services
I work with diverse clientele, including:
Families:
Providing financial planning services such as college savings, retirement planning, 401K rollovers, tax diversification, investment diversification, life insurance, estate planning, and Medicare & family healthcare plans.
Salaried Employees and Retirees:
Assisting with retirement planning and long-term financial security.
Business Owners:
Helping with tax-saving strategies and leveraging life insurance for financial planning.
Partnership Approach:
I prioritize building strong relationships with partners to enhance the value they provide to their clients. By working together, we save their clients money, provide proper life insurance coverage, tax & investment diversification, increase & protect savings and create mutual value for our respective businesses.
We partner with top insurance carriers
From fixed rate indexed annuities to IUL insurance, Pfinserv proudly partners with the top-rated carriers in the country to offer a wide range of insurance products. This allows our agents to help families find the best products for their situation.
