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

• 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