Broker Check

Ed Slott’s Elite Advisor Group

March 01, 2024

I'm thrilled to announce that I've officially joined a prestigious study group focused on IRA distribution planning. This exciting step underscores my dedication to serving you, my valued clients, with the utmost expertise and care.

I'm excited for the journey ahead and the valuable insights I'll gain, all of which will directly benefit you. Thank you for your trust and support as I continue to strive for excellence in serving your financial goals.