- Legacy Senior Services
My training and management foundation was earned from old-fashioned hard work and direct experience with Fortune 500 medical device companies through the late 80’s and 90’s.
In 1997 I was recruited by Blue Cross and entered the Financial Services Industry with a focus on Long Term Care and Asset Preservation. My experience in the medical field provided a firsthand account of the impact unknown and unplanned risks can have on a family and their portfolio.
I understand the absolute necessity of mitigating the many risks that seniors face today not just longevity, health, Inflation, negative market returns.
As my financial services career progressed, I have also held positions in the healthcare field including COO, CEO and VP Board of Directors for both Private as well as National Not for Profit organizations in the behavioral healthcare space.
My passion to provide clear, concise reality-based Retirement Planning is fueled by personal experience with both my parents. My father battled cardiac conditions as well as lung cancer while he was caring for my mother who was diagnosed with Alzheimer’s at age 62. My Father lost his battle with cancer after a few short years and the need to preserve assets while providing care were put to the test as my mother required a total of 13 years of care before her passing.
My articles on retirement planning have been published in Bloomberg, Yahoo Finance, ABC, NBC, and MarketWatch. I strive to bring the work ethic that my father instilled in me combined with the compassion and care that my mother taught me to each person that I meet. My goal is that everyone will be able to live life to their fullest as a direct result of the personalized plan that we put in place.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary
- Retirement Planner
- Life / Health & Annuity Licensed
AREAS OF EXPERTISE
- Income Strategies
- Estate Planning
- Life Insurance
- Planning Strategies