Throughout my career I have helped hundreds of families and business owners create strategic plans that identify personal and business goals. I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs.
My dedication and passion has enabled me to build a successful and recognized business and to become apart of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top 1% of licensed financial professionals.
As a part of my ever growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). I hold an LACP designation; Life and Annuity Certified Professional.
Areas of Expertise | Retirement
- Retirement Planning
- Estate Planning
- Long Term Care / Life Insurance
How to Invest Your Hard Earned Money - Keeping it Safe from Losses, Fees, and Inflation. To obtain a free copy of your "Retirement and Income" book, simply fill out the Safe Money & Income Radio form.