At Insignia Financial, we help you focus on your financial goals and establish a clear direction to get there.
Choices you make today can help shape your future.
Helping you to clearly define your specific financial goals and develop a process to get there is what we do.
Insignia Financial works to help develop comprehensive financial strategies unique to each individual relationship.
Effectively consulting with a team that includes CPAs, Property & Business Insurance Specialists & Estate Planning Attorneys each committed to “Providing Clear Direction”.
Valuable input from the team is key to preparing you move steadily forward to your next step, wherever you want to go.
Ending up with a unique personalized strategy. To us, it’s not just a financial strategy, it’s a life plan. Let us help guide you on your journey.
Education:
University of Maryland, College Park-MD
Bachelor of Science-Financial Management
Professional Registrations & Designations:
Investment Advisor Representative
Series 6, 63, 7, 66
Life & Variable Annuities
Named 5 Star Wealth Manager 2016, 2017 & 2018 by Hour Magazine*
Memberships & Affiliations:
Board of Directors - Open Door Community Outreach Center
Investment Committee Member - Children’s Leukemia Foundation of Michigan®
*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.
