My career in financial sales began in 1998 as a financial advisor with First Union securities. I joined Nuveen in 2000 and held sales leadership roles and consulted with the top investment advisory teams on the West coast. I am currently excited to offer Corporate Retirement and Wealth Management services to small and medium sized companies. Series 24( General Securities Principal), 63( Uniform State Law), 65( Investment Advisor),and 7( General Securities Representative) licensed.