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