Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
My goal is to develop enduring relationships with my clients by providing expert guidance for a lifetime of financial security. My primary focus is wealth accumulation, distribution and preservation with an emphasis on reducing risk and minimizing taxes.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2007-2015
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2017
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2005-2010
Award recognizing persistency and performance