My Professional Information
Before I entered the financial services industry, I served my community and others as a Police Officer. I am a U.S. Army Veteran and also served as a civilian contractor working with various U.S. and foreign military units in Afghanistan.
I have earned the Life Underwriting Training Council Fellow (LUTCF) designation. I have my Series 6 and 63 licenses. I have been an active member of the National Association of Insurance and Financial Professionals (NAIFA) since 2009. I am also an active member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. I will continually enhance my skills striving to be in a better position to assist you.
I have been providing Life Insurance and Disability Income Insurance in South Central Wisconsin for over 9 years. During this time, I have enjoyed helping my clients by protecting their assets with Life and Disability Income Insurance as well as Long Term Care Insurance and various Annuity strategies.
Typically, my relationship with my clients begin with an initial consultation for both of us to get to know each other. Many topics of concern are addressed and reviewed as necessary. A strategy is later designed to help that client achieve their goal(s).
