I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
As a well-respected financial professional, I will leverage my knowledge and experience to help my clients achieve financial freedom.
I recognize the importance of preparing for the future and have positioned myself as a lifetime resource for each and every client and business I diligently serve.
I am an Investment Advisor representative, as well as a Special Care Planner. I am licensed to sell Life and Health Insurance in WI and IL. I hold my Series 6, 65, and 63 securities registrations.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies