Agent / Trego Insurance Agency / >15 Years Experience
Money Specialty: Budget Basics, Stocks/Bonds/IRA, Banking/Loans, insurance, stock options
Non-Member Meeting Price: $75
Member Meeting Price: $50
Become a Member
- 09/28/2020 - Present
- Director of Business Development and Business Operations
- Optimum Technologies
- 09/25/2020 - Present
- Sr. Vice President Space Risks
- Marsh McLennan Companies
As your mentor you can expect that I will listen to your unique circumstances, needs, and goals. Once that foundation is established I will help you understand the various financial tools available to you to help you reach and exceed your goals. With an understanding of the various financial tools (stocks, bonds, options, insurance/risk management, etc.) we can then move into developing strategies and allocations that make sense for you. Achieving your financial goals requires discipline and planning as much as it does knowledge. I genuinely enjoy helping people by sharing my experience and knowledge - including some tough lessons along the way - and look forward to assisting you in becoming a "Real Life School financial expert." Finally, should you need any insurance, through my association with Trego Insurance Agency I can help you put the appropriate policies in place.
Sorry, this mentor currently doesn't have any dates available.