Prior to becoming a life insurance agent, I worked for more than thirty years at various investment banks, eventually promoted to Vice President responsible for managing the operational relationships with institutional clients active in the global futures markets. Noted for my product knowledge and diligent service, I helped well-known hedge funds by proactively identifying operational blind spots in their internal risk control processes.

Moving from Wall Street to Main Street, in 2017 I transferred my customer service and risk mitigation skills into a new role as Field Agent for the Knights of Columbus, the largest Catholic fraternal order. In addition to counseling members when they were young and healthy to protect their families, I enjoyed a reputation for expediting the claims on life insurance policies to the families of deceased members in their hour of need.

I am married with three young adult children, the oldest being a son on the autistic spectrum. That gives me a unique perspective on the daily emotional and financial strain faced by many special needs families. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.