Wealth Management Advisor and Financial Planner with expertise in life insurance, estate planning, executive compensation strategies, employee financial wellness education, 401k administration and business succession planning I currently maintain a dual role of Sr. Vice President with MassMutual of Greater Richmond and Founding Partner of PFG Wealth Management - a fee based financial planning firm specializing in working with Gen X (My generation) and Millennial (My WIfes Generation) create a financial plan that allows them to build an asset portfolio to support a maximized retirement income plan My approach to wealth management and Financial Planning is comprehensive and I offer both planning and advisory services to my clients and their families. My Professional credentials include being a Life Underwriting Training Fellow (LUTCF), Financial Services Certified Professional (FSCP), qualifying member of the Million Dollar Round Table (MDRT) along with holding the following licenses Series 7, 66, 24, 51, and 53. And Life and Annuity licenses. I am currently completing work on the Retirement Income Certified Professional (RICP), and the Chartered Special Needs Consultant (ChSNC). I am also a registered principal of MassMutual Investor Services, Inc. I am an Insurance representative of Massechusetts Mutual Life Insurance Company (MassMutual). Registered Principal of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC and a MassMutual subsidiary 100 Eastshore Drive, suite 300, Glen Allen VA 23059