Experience

• 

  Alliance Financial Group

  • Palm Beach, Florida

  • Financial Representative

    • Nov 2018 - Present
    • Palm Beach, Florida

• 

  Stategic Business Budjeting LLC.

  • Palm Beach Gardens, Florida

  • Business Owner

    • Sep 2017 - Present
    • Palm Beach Gardens, Florida

    Business Insurance Consulting .

• 

  The Guardian

  • New York

  • Financial Representative

    • Nov 2018 - Nov 2018
    • New York

    Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group 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. AR Insurance License #3289617 CA Insurance License #0M03263This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

• 

  Aflac

  • Palm Beach

  • District Sales Coordinator

    • Jan 2010 - Mar 2015
    • Palm Beach

• 

  NRL Associates

  • CFO

    • Feb 1991 - Jan 2010