I have over 40 years of experience in the financial services industry with extensive experience in estate and life insurance planning, investments and wealth management. I am an experienced advisory board member with an emphasis on business succession and wealth transfer. I have the unique ability to see the “big picture” and then to make complex solutions easy to understand and implement. While I serve as a financial planning generalist, I also offer expert counsel in the field of life insurance. I take great pride in providing guidance in an area that is often confusing and conflicted. This involves providing sophisticated estate and wealth transfer planning to individuals, assistance in evaluating product options, underwriting large and complex life insurance cases, and consulting on complicated tax issues.

I was recently awarded a Milestone Award by the Conway Center for Family Business in honor of my 40th years in business.

• Chartered Financial Consultant - ChFC

• Chartered Life Underwriter - CLU

• Certified Kingdom Advisor - CKA®

FINRA Series 6, 7, 22 and 63. Life Insurance and Life Settlement License. Registered Representative of The Leaders Group and an Investment Advisor Representative of TLG Advisors, Inc.

• Conway Center for Family Business

• Kingdom Advisors

• Agency One