With over 23 years of experience in risk and financial services, I bring a wealth of knowledge to my clients at Mutual of Omaha. I specialize in insurance-based financial strategies, focusing on health protection, wealth protection, and wealth accumulation. My approach is holistic and solution-oriented, ensuring that my clients receive personalized guidance tailored to their specific goals.
What sets me apart is my ability to truly listen. I take the time to understand your objectives, hear your concerns, and assess your risk tolerance. Listening sets the stage for an open dialog that establishes trust and repsect. I don't offer products—I offer solutions that fit your life.
Outside of work, I'm a father of two adult children and a proud grandfather. My granddaughter lives in the beautiful mountains of Western North Carolina. I enjoy spending time outdoors exploring state and national parks. The outdoors is a great plance to contemplate my study of world religions in a effort to foster unity among all people.
I'm readily available for informal conversations to comprehensive financial planning. I will meet you where you are on your financial journey with care and understanding.