About Me

First and foremost, I am a veteran and a patriot. I am a Financial Services professional who has been helping people solve financial problems for over 30 years. I've been licensed since 1975, and in multiple states.

Because of my Accounting and Finance education and background I bring a high level of expertise, knowledge and experience to the clients I serve that you simply will not find in other agents. What makes me different is that I live what I preach, and I have a huge amount of compassion for the clients I serve. To me it's not just products and sales, it's people with problems that I can help solve.

My passion is helping seniors get the most out of their retirement dollars, so they can enjoy their golden years without worrying about running out of money.

Personally, I enjoy being with my family as much as possible. I have 3 grown children and 2 grand children. I enjoy fishing, boating, sailing, flying and playing the guitar. The guitar helps clear my mind, get focused on specific issues, and laser tag solutions for my clients.

My favorite expression is "It's not about me and what I want, it's about them and what they need."