Our Team


Wealth Planning Advisor for Retirement and “Financial Coach”. Since 1975, with over four decades of service in multi-line insurance products, mortgage loan and debt analysis, investment strategies, debt reduction, asset protection, VA planning and employee benefits and advanced planning for the affluent investor and beginner savers. His years of experience help make the complicated simple, so you may bring both the concepts and products together that will best work for you!

Business Building and Exit Strategies- I am a certified CEPA

Licensed for Property and Casualty – Auto/Home/Rentals/Liability Umbrella/RV

Health, Sickness and Accident, Critical Illness and Disability Income Protection