How can I help you? I help people organize their financial assets in order to realize their personal, family and business dreams.
As a full-time Agent and a Registered Representative, I offer a full range of financial services and products that can help you address a wide array of financial needs, including, but not limited to, insurance, college funding, retirement, lifetime income, investments, and long-term care strategies. For business needs, I offer solutions for Buy-Sell Agreement funding, Deferred Compensation, Executive Bonus, Key Person Protection to name a few.
People I love to work with:
Individuals looking for assistance building stratetgies for insurance and investments.