Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Member of the National Association of Insurance and Financial Advisors. (NAIFA) and the local association in Jacksonville, FL. has served on the Board of Directors of the Florida Baptist Credit Union and is currently serving as Chairman of the Board. Also, serve on the political action committee of the National Association of Insurance and Financial Advisors-Jacksonville.
Married with three children. Members of Deermeadows Baptist Church, a Deacon, involved in the choir and church orchestra. Enjoy time with family scuba diving, snow skiing, reading, golf, tennis, running, mountain hiking, sky diving. A private pilot, multiple aircraft, served in the U.S Navy- aviation.
Attended and completed Oakland Community College. Attended University of Michigan, Barry College, Miami. Major in Finance and Accounting. Completed Carrier Corporation School of Business. Have earned designations as a Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania. Also earned designation: Certified long Term Care (CLTC). Hold securities licenses and work actively in financial planning.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies