I have been in the financial services industry for over 35 years – sharing with my clients all that they need to know in order to protect their financial future. My expertise is in the tax and estate planning areas, but I help my clients with all of their financial and insurance planning needs.

I am a member of Advocis and a lifetime member of the Presidents Hall of Fame. I have also earned my FIC and NAFIC designations and I am a past member of the Million Dollar Round Table as a 7 time qualifier.

Call me today and we’ll make sure that your financial future is protected!

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

1. Understand your financial objectives and concerns.
2. Personalize how we work together based on your needs and preferences.
3. Gather your information to understand your current situation.
4. Analyze your information to develop a personalized plan.
5. Implement the desired strategies within you plan.
6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

• Life Insurance
• Education savings for your children or grandchildren
• Critical Illness, Disability and Long-Term Care Insurance
• Investments for your short and long-term goals
• Savings and retirement income
• Charitable giving options