Work:
Argentus Wealth Advisors Formerly Summitalliance Wealth Advisors
Nov 2005 - Oct 2015
President
Castleview Partners
Nov 2005 - Oct 2015
Founding Partner
Guardian Life
Dec 2003 - Nov 2005
Financial Representative
Massmutual Financial Group
Nov 1999 - Dec 2003
Financial Representative
Education:
Florida International University
University of Miami
Skills:
Strategic Financial Planning, Estate Planning, Insurance, Retirement Planning, Wealth Management, Employee Benefits, Investments, Disability Insurance, Asset Management, Retirement, Asset Allocation, Financial Planning, Finance, Wealth, Asset Protection, Succession Planning, Financial Advisory, Long Term Care Insurance, Wealth Preservation Planning, Business Planning, Portfolio Management, Wealth Accumulation Strategies, Insurance Planning, Wealth Accumulation