Everyone has their own life story, circumstances, and challenges. My goal is to address those challenges individually. I take time to understand every client’s situation, and provide each one with fact-based options that address their particular need. As a firm believer in the Bible verse, “As each man sows, so shall he reap,” I always strive to put the client’s interests first and treat all with kindness and integrity. Helping others become wise about their choices and free of monetary stress is what motivates me daily.
I have worked over 40 years in the financial industry, with experience in banking, insurance, and investments. My wife and I have been married for 43 years, and are blessed with seven children. When I’m not working, you can find me lifting kettlebells or cheering on my favorite sports teams.
LICENSES & ACCREDITATIONS
- Retirement Specialist
- Life & Annuity Insurance Licensed
AREAS OF EXPERTISE
- Term and Whole Life Insurance
- Living Benefits/LTC protection
- Tax Free Retirement