My mission is to assist my clients in achieving their long-term objectives and goals through a consultative planning approach. The passion for advising comes from seeing my clients have comfort in knowing they can easily plan for their children’s college education, retire with dignity and have comfort in knowing their families are taken care of in the event of Disability or Death.
Clients I have the honor to work with include institutions, businesses, individuals and families.
For institutions and businesses, we offer everything from group and executive benefits to key person and Business succession planning.
For individuals, we offer both wealth management and risk management. Wealth management includes retirement planning, distribution planning and investment management. Risk management includes disability insurance, long-term care insurance, life insurance and legacy planning.
Through my partnership with Equitable I have access to a wealth of resources from across the industry to help address my client’s needs.
On the personal side, I’ve been married to my college sweetheart for 30+ years and in my spare time enjoy spending time on our farm with our dog, horses, donkey, alpacas and llamas.