Biography

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Focus Areas

• Insurance Strategies
• Business Owners
• Retirement Income Planning
• College Funding Strategies
• Charitable Giving
• Group Benefits
• Business Succession Planning
• Risk Management Strategies
• Estate Planning
• Investment Strategies (Reg. Reps Only)

Languages

• English