Broker Check

A Guide To Building Your Financial Success

I understand that financial success is the result of discipline, hard work, and smart, informed decision-making. To build and maintain proper protection to complement your financial strategy, it’s important to seek out advisors who understand what is important to you, guide you, and provide long-term support as you move through various stages of your financial life.

With me, you have a dedicated guide who delivers valuable services in a coordinated and holistic way. I look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. My objective is to put you on a path to protecting your needs today and in the future.

I provide a comprehensive Protection Review for each of my clients, evaluating nine protection areas to help maximize protection while minimizing costs.  The complimentary Protection Review is unique, comprehensive, and is both easy to understand and implement.  It includes: auto insurance*; homeowners insurance*; liability insurance (umbrella)*; disability insurance; medical and long-term care insurance; Social Security protection benefits; wills, trusts, and related documents; ownership arrangements; and life insurance.

In addition to working with individuals, I also work with business owners in the areas of key executive life and disability insurance, buy-sell funding, key person insurance, and non-qualified retirement planning.

I’m also an insurance and protection planning resource for other advisors and their clients. I work with Center of Influence (COI) relationships such as financial advisors, estate attorneys, sports agents, CPAs, bankers, and property and casualty insurance brokers, among others.



*Not offered by Guardian or its subsidiaries

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Test Your Life Insurance Knowledge

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How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."