I Believe People Should Be Able to Enjoy Their Retirement Years. To that end, I offer Choices, Certainty and Competence. I love using my knowledge, network and experience to help people understand their options when it comes to tax advantaged retirement income.
In the Golden years of life, people want certainty, which is my specialty: Guaranteed Lifetime Income. I live by the Golden Rule and doing the right thing for our clients results in a happily ever after retirement for you!
What Do I Like?
• Playing and watching sports, I am a big LA Lakers basketball fan!
• Networking and connecting people, I love improving people’s lives.
• Reading leadership, finance and personal development books, I enjoy learning!
• Watching movies based on true stories, they always bring hope, inspiration and motivation!
• Traveling and learning about other people and cultures, I have visited 47 states and 40 countries.
Little-known fact – I worked for the Denver Broncos when they won the Super Bowl! I married my college sweetheart Sabrena in 1988, we have 5 adult children and 3 grandchildren.
Are we a good fit?
75+ 5 Star Reviews | A+ Better Business Bureau (BBB) | 94% of my business is past clients & referrals
Grew up in a Real Estate Family |3 Masters Degrees | Junior Achievement Volunteer | Rotary Member | Best Selling Author | Ordained Minister |
Want to learn more? Reach out to see if the resources I have can help you live a happily ever after
LICENSES & ACCREDITATIONS
- Retirement Specialist
- Life/Annuity Licensed
AREAS OF EXPERTISE
- Financial Services
- Retirement Planning
- Insurance Services
- Estate Planning