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
• Stocks & Bonds
• Managed Accounts
• Wealth Management Services

 QUALIFICATIONS

• Licensed to sell Life Insurance in WI, IL, TX, AZ, FL and NC
• Registered Representative of MSI Financial Services, Inc.
• Investment Adviser Representative of MML Investors Services, LLC.
• Series 6, 7 and 63 licenses

PERSONAL

• Lifetime resident of Wisconsin
• Lives in Wauwatosa
• Family: Spouse Gayla and four children Brandon, Grace, Ty, and CJ.
• Hobbies: Outdoor Activities and Farming

ORGANIZATIONS

• Member of St. Pius X Parish