With over a decade of experience, I have been fortunate to have helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. My experience has enabled me to make regular ongoing national/local television appearances on all major networks and to be a nationally syndicated published author and contributor. My dedication and passion have enabled me to build a nationally recognized business and for me to be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top percent of licensed financial professionals in the United States. As a part of my ever-growing financial education, I serve as a local Board member for the Society of Financial Services Professionals (FSP). With more than 80 years of history, FSP members are licensed professionals who must have or are actively pursuing a professional credential (designation). My current designations include CFF-Certified Financial Fiduciary® LACP-Life, Annuity Certified Professional, the NSSA (National Social Security Advisor) and a Certificate Holder.

Areas of Expertise | Business Market Place:
– Buy-Out Insurance (Buy-Sell Funding)
– Key Person Insurance
– Guarantor Protection Insurance
– Partnership Insurance
– Executive Bonus Planning / Non-Qualified Supplemental Retirement Planning

Areas of Expertise | Personal Market Place:
– Mortgage Protection Insurance
– College Planning Solutions
– Estate Planning
– Long Term Care/Life Insurance
– Retirement Planning