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
Fixed and Variable Annuities
Charitable Giving Strategies
Disability Income Insurance
Estate Conservation Strategies
Education Funding Strategies
Health Insurance
IRA Consolidation/Rollovers
Long-Term Care Insurance
Mortgage Protection (through life insurance and disability income insurance)
Lump Sum Pension Distribution
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
Managed Accounts
Wealth Management Services
QUALIFICATIONS
Licensed to sell Life & Health Insurance in Ohio and Michigan
Registered to offer securities products in Ohio and Michigan
Investment Adviser Representative with MML Investors Services, LLC,
PERSONAL
Began financial services career in 2011 after a seventeen year career with GE Capital
Lifetime resident of Toledo
Married to Lisa and we have a 6 year old son, Jack
Hobbies: Golf, Baseball, World War II History, and Spending Time with Family and Friends
ORGANIZATIONS
25 year Member of the Ohio High School Baseball Coaches Association
28 year Member of the Northwest Ohio District High School Basketball Officials Association