Phone: 800-888-5164 ext: 216
Investment Advisor Representative
I specifically work with business owners and successful individuals in helping them protect and improve their business(es) through business life insurance (such as Buy/Sell agreements, Key Man Insurance, Life Insurance for Estate and Succession Planning, and Group Life Plans) as well as through financial services specifically Retirement Plans (401k, 403b, 457, Cash Balance Plans, and Financial Wellness Programs). In addition, I have compiled a team of outside specialists who are able to help the business owner(s) with Group Health Plans and Workplace Benefits that assist the client in creating a complete, value added plan to support their business(es) and their employees.
When not working with successful clients and business owner(s), I volunteer my spare time working with parents and students with College Planning by helping them understand FAFSA and CSS Profile, planning for the costs and life at college, and, most importantly, ways to lower the out of pocket expense of paying for college.