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.
I have been working in the Financial Services Industry for over 10 years. My longevity in the industry, education (B.S. University of the Pacific, M.B.A. St. Louis University) and experience (previous manager to Asia for an engineering firm) allow me to provide unique insight to professionals and small business owners. In my spare time I thoroughly enjoy coaching/watching my four children participate in sports and supporting my local church as a lector, usher, marital preparation counselor and board member. Above all else, I enjoy spending quality time with my wonderful wife, Liz.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies