My goal is getting to know each client so that I can understand their individual needs and what matters most to them. My combination of experience, professionalism and access to a wide variety of products and servies can help you meet your financial goals, estate strategies and insurance needs. I provide total financial needs analysis thorugh a network of experiencedd professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I am licenced to sell insurance in: New York
Houghton College (1992-1995)
Time with my wife and sons
Board of Ethics Town of Lancaster
- Insurance Strategies