Executive Vice President
I have a passion for teaching people about money. Whether speaking in public or in private consultations, I bring a fresh approach to the dialogue about money. My goal is to always bring complex subjects down to simple terms that empower my clients to take action with their own money. Expertise includes: Tax Free Retirement, Living Benefits, Private Pensions with Guaranteed Income For Life, Buy & Sell Agreements, Key-Person Insurance, Executive Bonus/Deferred Compensation Programs, Premium Financing, Wealth Transfer and Foreign Nationals Insurance.