When I was serving in active duty as a deep-sea diver in the U.S. Navy, I began working part-time in the insurance business. Later, while working full-time in the industry, I attended college and earned my B.A. with honors, with a major in accounting and a minor in business.
Since 1984 my experience has taught me that NO SINGLE company can be financially competitive for all ages and types of clients. Many people I meet are paying for products that just aren’t a great fit for them.
I often help clients position those same dollars in different products, with different companies, with better results.
Choosing these products can be very time-consuming for me, but it pays off for my clients. I work with several teams of advisors and more than 200 companies to choose a product that’s just right for you.
From the people who grade the professionals in my industry, I consistently get an “A.” Ask to see my report card any time.
Contact me for a free financial check-up and learn the best way to put your hard-earned dollars to work.
My promise to you My commitment to you is to listen to your needs and to put them
above my own.
I promise to help you evaluate your own personal situation and give
you the information you need to make educated decisions.
I can only make recommendations.
You must choose whether to accept my recommendations or not.
I will not pressure you to do anything you are not comfortable doing.
You are not obligated to do business with me,
and I promise that I will deal with you ethically and honestly.