Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Being a native of Chicago and a graduate from Eastern Illinois University in Economics, I believe a strong work ethic of always improving and commitment to excellence is an integral component to success in financial services. I have been active in the financial services industry since 1999 and as a licensed life insurance agent since 2010. Currently, I reside in Temecula with my wife and three boys since 2011.
I have a passion for sports, fitness and self- improvement concepts.
Professionally, I take pride is assessing my client’s needs and providing sound solutions in a consultative approach. My goal is to improve my clients present and future financial situation by implementing a custom financial protection plan.