Financial Services Representative

It’s all about the kids …   Whether you are planning to have a family, have young ones at home, or are older and your children are out on their own, the planning you do and have done is because of them.  The primary focus of my practice is legacy strategies.  Whether that be to create a better lifestyle for your family than what you grew up in, to protect what you have already accumulated or to prevent becoming a burden to your children in your later years by outliving your assets, I can help you get there.  People always ask me who I work for.  I work for my family – my wife and my three daughters.  That’s why I get up early in the morning and work late into the night, to make sure that they are taken care of and can grow up only being concerned with what children need to worry about, and not being displaced because of an untimely death or disability. 

No matter if it is of a personal nature or involves business succession planning and management, our team can help.  Many of you have been clients of mine for over 20 years.  You've accumulated assets that now you need to protect as a supplement to your pension and social security.  Things that you have earned that should not be lost due to poor or no planning.  Whether it be life insurance protection, wealth accumulation, management or transfer or any other concern, it would be my pleasure to speak with you and assist in helping you get to where you want to be.   

*Licensed but not practicing.