Seasoned financial advisor with a focus on providing comprehensive financial solutions tailored
to the unique needs of small business owners and retired clients. Experience in risk
management, estate planning, and business succession strategies, leveraging life insurance plans
and investment portfolios to optimize financial outcomes. 30 years in
the industry, offering personalized guidance and ongoing support to help clients achieve their
financial goals.
Skill Summary:
- Life Insurance Policy Design, Audits, and Implementation
- Disability Income Protection
- Long-Term Care Insurance
- Business Continuation and Exit Planning
- Non-Qualified Tax-Advantaged Retirement Plans for Owners and Executives
- Investment Portfolio Assessment and Risk Management
- Financial Planning
Industry Experience:
- Life, Disability, and Health Insurance License: 1993 - Present
- NASD Registered Securities Representative Series 6 and 63: 1996 – Present
- NASD Series 65: 2008 – Present
Work Experience:
Financial Advisor | 1993 – Present