Specialties
Estate PlanningSuccession PlanningLife Insurance
About Me
I have been a financial advisor for 33 years.
After losing my wife to cancer in 2020, I refocused my business on life insurance and retirement planning. My focus is on protecting assets while paying minimal taxes. So much is lost from not understanding risks and planning accordingly so I spend my time focusing on worst case scenarios and what if's.
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Interests & Hobbies
Golf, Hunting, Riding Motorcycle
Ready to talk?
Always free for clients.
Credentials
Accredited Estate Planner, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
N/A