Preparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income, or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Bachelor's in Life Sciences from DePaul University
CFBS from American College
Affiliations & Memberships
Active member of the Freedom Valley YMCA and serves on its Board of Directors
Chairperson for the Advisory Committee of the Spring Valley Branch
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care
- College Funding Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Michael’s Licenses and Disclosures