Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


I have been in the insurance and financial services field for over 20 years and I understand the many life stages we all go through and their respective challenges.  As a business owner myself and a grandfather of three, my life experience is extensive.

My focus is on Business Transfer Strategies, Buy-Sell Funding, and Key Employee Retention.  My goal is to maximize the benefits the owner derives from their company.  It is important to me that my clients can see me as their respected and confidential advisor.

Please contact me to schedule about 20 minutes to better understand each other's position and see how I may be of benefit to you.  Good health and talk soon!

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck