For me, your success is personal.
When you work with my practice, you get more than products and solutions. You get a personal touch. I’m a phone call away. I know your story, your situation, your needs, and your dreams. My aim is to build a relationship and establish trust so that you know everything I do is to help you reach your financial goals.
I started offering appropriate insurance and financial solutions from the outset of my career and built this practice from the ground up. Many solutions are
adaptable as your needs change, products that include life insurance, long-term care insurance, annuities and mutual funds, along with retirement, business and employee solutions that will be needed as life happens.
Combining those solutions with personal service has helped me qualify for the Million Dollar Round Table, The Premier Association of Financial Professionals®, from 2019-2021. I have also earned the Retirement Income Certified Professional® designation, which allows me to help those at or near retirement to build a solution to help you achieve your retirement goals.
My wife Roxann and I are raising two daughters, so we understand the importance of knowing our family is taken care of should anything happen. That’s why I’m not only a New York Life agent, I’m also a policy owner. It gives us the peace of mind of knowing our family is protected.
I’d like you to have that same sense of assurance. So, think about where you are today and where you want to go. Then submit your information so I can reach out to you. I’m looking forward to hearing from you and helping you build a sound financial future.