Specialties
About Me
I was lucky to start in the industry working under four veterans in the financial and insurance industry whom took me under there wing and mentored me.
I believe it was extreme luck to end up in that situation. I adsorbed what I could from them over a 10 to 15 year period, a lot to learn, financial concepts and perspectives but it installed a habit of continued education. My primary goal is to work with good people, and have ongoing relationships with folks I work with.
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Interests & Hobbies
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Credentials
ChFc
Chartered Designations
What do these credentials mean?
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Disclosures
I give general guidance on Tax and Legal issues but I am not a Lawyer or CPA. I have built a team around me with these specialties for recommendations I may make, For example: Putting a trust in place.