Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Currently General Agent Emeritus, I lead the Chicago MassMutual office for 26 years. Prior to that I was Assistant General Agent, Brokerage Director and Sales Supervisor in the former Connecticut Mutual Cleveland, Ohio Agency.
I received my BS and MBA from Miami University, Oxford, Ohio and a Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania. I am a past President and past winner of the Huebner Scholar Award of the Chicago Chapter of the Society of Financial Services Professionals and am still an active member of this organization. I am also past President of the Chicago Chapter of the General Agents and Managers Association (GAMA). Currently, I also serve as treasurer of my local church.
I live in Glenview with my wife, Ann, who is also my business partner. We raised 4 children and now have 8 grandchildren. Ann received her BA from Miami University and her Chartered Life Underwriter from the American College. We work with clients in the Chicago area and in selected other cities across the U.S.
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1932 Westleigh Drive
Glenview, IL 60025