Thank you for visiting my “About Me” page!

About Me:

I am a professional with nearly 20 years in business consulting and financial services. My unique approach helps business owners and families create a desired and struggle-free financial future.

I help people find money they are currently losing unknowingly and unnecessarily. I share strategies that minimize risks and enhance savings.

Going forward, clients become creditworthy while increasing borrowing power, networth, protection and preservation of assets for themselves and designated heirs.

Services and products offered:

• Business & commercial funding
• Business planning
• Succession planning
• Keyperson insurance (SBA loans)
• Disability insurance
• Cash value life insurance
• Indexed Universal Life
• Mortgage protection
• Commercial insurance

Let's connect!