With over twenty years as a business, financial and planning professional, I can provide you with the peace of mind that comes from making secure financial decisions. I provide custom-tailored financial solutions and services for the specific needs of my client(s).

I work with clients nationally, specializing in individuals, high income earners, families, professionals and business owners. I am one of the few professionals that have the specific expertise needed to provide protection products for hard to place individuals working such as pilots, chiropractors, hair stylists and farmers. Women, athletes, coaches and minority groups are a significant portion of my practice. I am the advisor you seek when you want straight talk answers and preservation of your resources. I seek the most efficient and multipurpose use of my client’s dollars and assets. I work to achieve a fully protected and permanent financial base such that one bad day does not destroy the financial life of you, my client.

My belief is "protection first, protection full, protection permanent." I do this by providing a wide range of insurance products such as life, disability, long term care coverage in addition to annuities, retirement income planning and settlements. For professionals, business owners and key executives, I also provide solutions for business buy-sell funding, disability buy-outs, business valuation services, key-man executive benefits and business overhead expense coverage. It is absolutely critical that current and future planning models fit together in a simple, smooth and common sense manner to provide for your protection.

As your central and key trusted advisor, I will help you, my client, coordinate the efforts of your other advisors such that everyone is working together for only one purpose, the best protected financial peace of mind and wealth transfer needs of you, your family and your business.