Although relatively new to this company, I have spent 48 years in Corporate America, mostly in Banking and Insurance. A good part of that time, I was in Information Technology – performing many different roles in different businesses including Life Insurance, Retirement Benefits, Health Insurance, Property Casualty, and Mutual Funds. I have been a trainer and conference presenter on topics such as managing data, designing User Interfaces, building the Systems Structures – all to facilitate the availability of information to Customers, Internal Representatives, External Audit Companies, and others with specialized information needs.
I will work with you to provide an overall Financial Education to you determine the BEST solutions to solve your Financial Gaps. I will do my best to answer every question you might have. Although this direct communication with YOU, as a prospect Client or as a Teammate, I promise to listen to your concerns, hopes, and dreams. I promise to be patient and supportive during your decision process and will cherish the relationship we will build together.
Let me help you through your financial journey.
