I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses and institutions.

I provide total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

My goal is to provide high net worth 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.

My industry achievements include being a 2002-2020 Perennial Management Council and 2015-2020 Top of Council qualifier. I am also a member of AALU and various estate planning councils around the country. I hold a series 6, 7 & 63.

I enjoy working out, running, reading & researching WWII books, traveling and spending time with my wife Tracy and daughter Ella.