With 17 years in the financial services industry I have the experience to answer the questions you have. In my role as the Director of Business Development my first job is to help you decide, “Can White Rhino actually help me?” The unfortunate experience many people have is with someone who is trying to sell them products or services without listening and understanding their goals. Working with me you will experience a fresh approach. Together we will clearly define your financial priorities and create a current overview of where your past financial decisions have brought you. Based on these results, I will pair you with a planner in our office who has the skill and experience to help you get where you want to go. Give me chance to help you create the financial clarity and direction that you truly desire.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 0E02494