Hello and thank you for taking the time to visit my page.
I am an investment professional dedicated to providing you with quality independent financial products and services. Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to use to best fit your unique financial situation and goals.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. Money Concepts also provides a support network of education and experience, which helps to sharpen my skills ultimately benefiting you.
Taking care of your unique financial needs is very important to me. I will strive to make you pleased with my service, and I will work diligently to help you reach your financial goals.
Please feel to contact me at firstname.lastname@example.org or at my direct line (615) 302-6017. I look forward to hearing from you.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Tri-Star Bank is an independent firm and not affiliated with Money Concepts