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
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.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Education
Bachelor of Science from Binghamton University (1998), MBA from Pepperdine University (2005)
Hobbies
Running, Cooking, Music
Languages: English
Credentials: MBA
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Estate Planning, Military, LGBTQ, Group Benefits, Business Succession Planning, Risk Management Strategies, Investment Strategies, Financial Planning, Retirement Strategies, Financial Education