BUSINESS PHILOSOPHY
My goal is to provide families and business owners with guidance and assistance to build their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
- Fixed Annuities
- Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Stocks & Bonds
QUALIFICATIONS
- Licensed to sell Life & Health Insurance in WI, IL, FL, MI, NC, TX
- Registered to offer securities products in WI, IL, AZ, FL, GA
PERSONAL
- Resident of Kenosha, WI for 17 years
- Married to wife, Krista, for three years
- 6 Children: Isabella, Jaydon, Olivia, Jolee, Kaleb, and Aralynne
- Hobbies: Golf and anything outdoors
- Bachelor’s Degree from the University of Wisconsin - Green Bay