As a financial advisor of GWN Securities, Inc., I specialize in retirement plans, investment planning and personal financial strategies. My primary goal is to work with my clients to establish a comprehensive plan to help them build wealth and achieve financial independence.
My career at Kades-Margolis Corporation began in 2007, after spending two years with a comprehensive financial planning company in Pittsburgh. I’ve developed a broad range of knowledge in retirement planning, college funding, risk management and investment planning strategies for my clients and their families. By using a comprehensive approach to address a client’s financial needs, I focus on solutions to help meet their goals.
Retirement Income Planning
Contact by Phone
(800) 433-1828, ext. 190