Specialties
About Me
Licensed since 1998 for financial services and insurance.
I am a partner in full service, insurance agency since 1962 and have a book of clients either close to retirement or enjoying retirement. We structure portfolios based on the individual or couples' needs with an emphasis on retirement income.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Please be advised that neither I nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. CONFIDENTIALITY NOTICE: This e-mail and any attachments are Confidential Information of LifeMark Securities Corp and may also be privileged. If you are not the intended recipient, please notify the sender immediately and delete the contents of this message without disclosing the contents to anyone, using them for any purpose, or copying the information in any medium.