- 28 years experience as insurance/investment broker & advisor
- 20 years as independent – access to vast array of products without proprietary pushes or limitations
- Extensive background in mutual funds & variable products
- Thorough knowledge of life, health and disability programs
- Constructed/managed client portfolios consisting of individual equities, bonds, and mutual funds
- Designed life, health, and disability programs for both individuals and groups – covering thousands of lives
- Specialization in wide range of retirement/qualified plans
- Experienced in many aspects of both estate and business planning
