Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • College Funding Strategies
  • Charitable Giving
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Special Needs (ChSNC Required)
  • Retirement Income Planning

Languages

  • English

CRN201912-180567

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