I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Retirement income solutions
Estate strategies
Employee benefit and retention services
Business continuation strategies
Education
LeMoyne College - Syracuse, NY (1981 - 1984)
Hobbies
Golf, Biking, Traveling
Affiliations & Memberships
Board Member of the Estate Planning Council of Northeast Florida
Languages: English
Credentials: CLU®, ChFC®, LUTCF®, CRPS®
Specialties:Insurance Strategies, Business Owners, Charitable Giving, Financial Education, Group Benefits, Military, Special Needs, Investment Strategies