Bio

Biography

I recruit, manage, train and support regional and national independent financial advisors and insurance agents to the MassMutual portfolio of Insurance products. Our target markets are the retail high net worth, business owner executive, professional athlete, employees and individuals who are seeking personal and/or business planning tools for Estate, Business Succession or customized Retirement Supplement solutions using insurance products.

At Synergy Wealth Solutions, a MassMutual Firm, we believe the combined efforts of our dynamic team is greater than the sum of each individual part. Together, we offer clients the unique opportunity to leave a legacy by providing holistic and comprehensive solutions, offering the highest quality products, and delivering the highest value of service.

We are committed to delivering excellence through a collaborative culture and innovative strategies to become the premier provider of financial freedom in the Midwest.

We value Trust, Integrity, Excellence, Teamwork, and Service, and are looking to add team members that have the skills, drive and desire to help individuals and business solve their most important financial challenges. Our advisors are part of an entrepreneurial system with the freedom to provide solutions for our clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so they can focus on activities that get results.

Licenses and Disclosures: www.synergywealthsolutions.com/licenses

Languages

• English