Overview

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame • Implement your strategy with products and services that help meet your needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am licensed to sell insurance in: CA, CO, DC, FL, GA, NJ, OR and TX and securities in: CA, CO, DC, FL, GA, TX, NY, and OR. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800. Well - Being Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #: 4167379