Personal Financial Advisor

• Mar 2020 - Present

Client Relations

• 2018 - Mar 2020

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.White Rhino Financial is not an affiliate or subsidiary of Guardian.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents… Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.White Rhino Financial is not an affiliate or subsidiary of Guardian.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show more Show less

Junior Associate

• Jan 2015 - 20183 years

-Investment Advisory Services-Retirement Analysis and Planning -Estate Strategies -Employee Benefits, including 401(k) implementation and management-Business Succession Strategies -Wealth management