Join the movement!
On the Financially/Covered Podcast, we give insurance agency owners the tools they need to make educated financial decisions and increase revenue streams.
Check out our most recent episodes here:
As a financial planner with offices in Greenville and Seneca, South Carolina, I have been helping clients to build wealth since 2005.
I am one of you.
Who am I?
As the owner of an insurance and financial services agency, I know the day-to-day challenges that you experience and problems you must solve.
Why me?
With fifteen years as a Certified Financial Planner™, I am well poised to bring my expertise in wealth management and risk assessment to your agency.
Ready to go?
Start delegating your financial decisions to me so you can get back to the work you love. Click below to book a virtual meeting at your convenience.