About Me

Independent Insurance Agent Contracted by Transamerica and other Insurance Companies
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight, and capability. 
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:  

• Retirement income solutions 
• Estate strategies 
• Employee benefit and retention services 
• Business continuation strategies 

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. 
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to: 

• Define your personal financial goals. 
• Develop a financial strategy that can help you achieve these goals.
• Suggest suitable products and solutions based on your needs. 
• Implement your strategy with products and services that help meet your needs. 

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.