Vested in your success - 100 percent.\r\n\r\nWith decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success.\r\nWe currently handle more than $23 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. \r\n\r\nVISION\r\n\r\nThinking forward. Thinking smart.\r\n\r\nAt Transamerica Financial Advisors, Inc. we focus on creating, growing and managing wealth through a range of financial products and services. Our company's vision is \"to enhance the present and future economic well-being of our clients and representatives.\" \r\n\r\nCORPORATE OVERVIEW\r\n\r\nResourceful. Reputable. Rewarding.\r\n\r\nFor decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. \r\n\r\n\r\nCOMPANY FACTS:\r\n\r\n*Member firm of FINRA and the Securities Investors Protection Corporation \r\n*SEC Registered Investment Advisor \r\n*Clears through Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation
Faith, Family and Finance are my core values. After graduating from Bucknell University, I have committed a professional career to helping families achieve outcomes. I have also been involved in mental health counseling, community development and in various school violence prevention programs. I am a co-founder of Community Connection, that strategically assists family development by providing them with the tools and opportunities to become self-sufficient. As a licensed financial professional, I assist in ensuring the fiscal stability of companies. I also bring wealth strategies that have traditionally been reserved for the wealthy to middle income Americans.
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