Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
Associations and Memberships
LRMC Foundation- Amazing Gift Campaign: Chairman of the Bridge Building Committee
National Association of Insurance and Financial Advisors (NAIFA)
Society of Financial Service Professionals
Past President of the Estate Planning Council of Polk County
Citrus Center Kiwanis
Years of Experience
Representing Northwestern Mutual since 1989.
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Awards and Recognition
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1992, 1994-2010
Award recognizing persistency and performance