Biography

Following a long career in transportation sales & operations I successfully transitioned into the field of Insurance/Financial Services and now provide assistance & planning to a very diverse customer base that now includes many of the individuals I worked with in the transportation industry. 

 

I focus on individuals and families undergoing changes in their situation.  These changes include divorce, changes in employment, division of assets, and preservation of life and disability insurance.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN201805-212417

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