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Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to know me.

Designations

  • CLU®- The Chartered Life Underwriter designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
  • ChFC® - The Chartered Financial Consultant program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for clients.
  • AEP - The Advanced Estate Planning program provides the tools and knowledge to approach and analyze estate planning cases and to plan strategies to use with estate planning clients.
  • CASL- The Chartered Advisor for Senior Living designation focuses exclusively on the unique needs of mature clients.

Associations and Memberships

Years of Experience

I have been a Financial Representative since 1990.

Education

Degree Major Institution
Bachelors Degree (BA/BS) Liberal Education Michigan, U of
Masters Degree (MA/MS) Liberal Education Rice U