BUSINESS PHILOSOPHY

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 personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

• IRA Consolidation/Rollovers
• Financial Plans
• Goals Based Wealth Management
• Charitable Giving Strategies
• Estate Conservation Strategies
• Mutual Funds
• Education Funding Strategies
• Long-Term Care Insurance
• Variable Annuities
• Fixed Annuities
• Disability Income Insurance
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Tax Sheltered Annuities, 403(b) Plans

QUALIFICATIONS

• CIMA®, Certified Investment Management Analyst
• Licensed to sell Life & Health Insurance in OH, KY, IN
• Registered to offer securities products in OH, KY, IN, FL and GA
• In financial services industry since 1986
• BA, Economics, California State University, Fullerton
• MBA, Finance, California State University, Long Beach

PERSONAL

• Resident of Loveland, OH since 1999

ORGANIZATIONS

• Board Member, Llanfair Retirement Community