Organization / Workplace

Location

Occupation

Industry

Finance / Banking / Insurance

Website

About

I enjoy helping clients succeed at making their own positive impact on the world. My job is to provide measurable results in accumulating wealth, reducing taxes, and protecting from losses. I work with businesses and individuals to identify goals and surface any issues that get in the way of reaching those goals. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. After more than 25 years in sales and marketing in th...