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About Our clients are our first priority and that's why we named our company after the people that matter most to us - “u.” Story I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in NC & PA, and securities in PA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5001 Louise Dr, St 300, Mechanicsburg, PA 17055. 717-791-3300.
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