I have been in the financial services industry since 2011. I worked at Guardian as an agent before deciding to take my career path as an independent broker. At this point I formed my own company named DAS Financial LLC. I felt I could offer my clients the best possible solutions by having access to most if not all the top tier insurance carriers. I am life and health licensed in several states. Also, in the process of pursuing my investment licenses 7,66.
At DAS Financial, I focus my practice on working with business owners, corporate executives and families. I want to help guide them to make sound financial decisions. I educate my clients to help them realize that they are their most valuable asset. I take them through a process to show them specific strategies that will help them avoid common money eroding and tax pitfalls.
I truly care about every client I work with and I'm dedicated to ensuring their best interests are met. As a result, My clients gain the confidence that they will have properly protected themselves, their families and their future.
My mission is to simply educate and inspire my clients to move towards an improved level of overall financial balance.