I have over 33 years experience in working with Business Owners, Seniors, Federal employees and Franchisee’s in the planning and development of Tax Favored Retirement plans, Living Trusts, , Buy/Sell Agreements ,Executive Bonus Plans Marketing and Wellness Benefit programs.

I was able to work exclusively with the Franchisee’s of 7-11, Mobil, Shell ,Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan .