Specialties
About Me
Been involved with insurance and financial services for many years.
It is only when I turned 65 that I realized there are a lot of people who haven't adequately planned for their retirement. Now, I've made it my mission to talk to as many young people I can to get them started in the right direction. I'm working with older people to help them make sense of what they have and how to maximize their spending with minimal risk and anxiety.
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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
Because I am a State Farm agent, my menu of products is limited to what we have and the alliances we maintain with a few top-notch companies. However, the products we maintain are all high quality and keep our processes simple.