FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am willing to meet clients anywhere, though you are welcome to make an appointment to visit me at our Mass Mutual office in Glen Allen for an initial meeting. Prices are subject to the task at hand.
- What education and/or training do you have that relates to your work?
Bachelor's Degree in Finance. Master's Degree in Financial Journalism FINRA series 7 & 66 licensed (brokerage licenses) Health, Life and Annuities Insurance Licensed