"I help develop the road map which will assist in achieving long-term financial goals and aspirations."
Active Securities Licenses (Series 7, 63, and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
- Life Insurance Licensed
- Long-Term Care Insurance Licensed
- More than 20 years experience in financial services
Areas of expertise include: |
- Retirement Planning
- Individual Retirement Accounts (IRAs)
- Life Insurance (including disability and long-term care)
- College Education Planning (529s)
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- 401(k) Rollovers
- Mutual Funds
- Brokerage Services
- Estate Planning
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Contact me by email caustin@allegacyfcu.org or by phone 336.774.3712 / 800.782.4670 ext. 3712.
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