Betsy is a registered assistant (Series 6 licensed) who is skilled in account analysis and paraplanning. She not only generates most of our client paperwork, she is the main contact for group retirement plans and Social Security planning.
Betsy is a registered assistant (Series 6 licensed) who is skilled in account analysis and paraplanning. She not only generates most of our client paperwork, she is the main contact for group retirement plans and Social Security planning.