About Me

 

 

Preparing for the next step in life isn’t always easy.  But Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.  My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. 

 

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will assist you as you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.  

To do this, I offer a broad portfolio of individual insurance protection, savings and liquidity options, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.  My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My ultimate professional goal is to become a lifetime resource for each and every client