Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I actively serve in my professional association, National Association of Insurance and Financial Advisors. I have been a member of the Million Dollar Round Table since 1997 which includes seven Court of the Table qualifications. In 2006, I was a breakout speaker at the Million Dollar Round Table meeting in San Diego.
In 2009 I was the recipient of Advisor Today magazines “4 Under 40 award” as one of four young advisors who have built a career by working hard, putting their clients first, and giving back to the industry.
My greatest accomplishment is my relationship with my 4 children and wife: Claire, Olivia, Dominic, Victor, and Dianna.
I offer insurance and financial products and services for individuals, businesses and their employees. My stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of my business conduct.
My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you.
I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.
I begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. I listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do I match a diverse array of products to your specific needs.
To you, I pledge my knowledge, expertise, resources and dedication to integrity in all that I do.
How I Work
An Objective Approach To Problem Solving
Critical to my “needs-based” approach, is my ability and commitment to listening and asking the right questions. I get to know my clients and understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four-step process to help you solve your financial problems:
Before I recommend any product and/or service, I ask questions and get a clear understanding of your circumstances and financial objectives. I then analyze your insurance and investment portfolios to identify any gaps that may exist.
I will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.
I will work with you to implement our agreed-upon strategy and help you secure the required products and services.
Because your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.
Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.