Preparing for that next step in life is not 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 actively serve in my professional association, National Association of Insurance and Financial Advisors. I have been a lifetime member of the Million Dollar Round Table since 1997. In 2006, I was a breakout speaker at the Million Dollar Round Table meeting in San Diego. In 2009 I was the recipient of NAIFA’s 40 Under 40 award and featured in Advisor Today magazine as one of four young financial professionals who have built a career by working hard, putting their clients first, and giving back to the industry.
My greatest accomplishment is my relationship with my 4 children: Claire, Olivia, Dominic, and Victor.
CA Insurance License #0E27690
State of Domicile: IL
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