I provide wealth creation and protection to business owners and accomplished families. Simply put, I strive to be my client’s trusted advisor. My primary focus is to provide unbiased opinions that are designed to achieve long-term financial security.
I work with my clients using a collaborative team approach while maintaining the highest levels of trust, integrity and respect.
To my business owner clients, I bring a team of specialists in disability, corporate life insurance, buy/sell agreement funding, succession planning, tax and estate planning, individual and group retirement planning and employee benefits.
I am committed to professionally supporting, educating and providing informed direction to every client.