Significant experience in assisting businesses, entrepreneurs, and professionals with corporate and personal financial concerns; insurance and investment planning.
Creative solutions, professional service, advanced technological support and high degree of understanding combined with the ability to articulate complex strategies in a simple, straightforward manner are keys to successful client relationships. Proven track record of exceeding client and co-advisor expectations.
CLU: Certified Life Underwriter, The American College
ChFC: Chartered Financial Consultant, The American College
Business Owner & Succession Planning
Wealth Creation and Preservation
Life, Health, Disability, Retirement Planning and Long Term Care Insurance