Professional
Since launching my practice in 1993 (more than 25 years ago) I have pursued education and knowledge in order to meet the evolving needs of my clients. That’s why I’ve achieved the designation of Long-Term Care Specialist, positioning me to assist other advisors and effectively help people plan for inevitable costs in a way that protects their resources and loved ones.
Making decisions that will impact not only your future but the financial well being of your family can be overwhelming. My goal is to make it a little easier by listening and understanding first, then presenting a plan with realistic options to meet identified needs. I believe in long term relationships with clients, including routine check-ins and ongoing information sharing. I’m confident my family is prepared and I’d welcome the opportunity to do the same for you and yours.
Awards and Recognition
Million Dollar Round Table Qualifying/Life Member 2005-2019
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 2011-2016, 2018
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1995-1996, 2000-2010
Award recognizing persistency and performance
National Sales Achievement Award 1997-2010
Award recognizing performance