Professional
In 1991, having practiced as an actuary for fifteen years, I decided to take the expertise I had been applying to help institutions manage risk and to bring that knowledge to individuals and owners of closely held businesses.
I wanted to associate with a network of professional specialists in a culture that would give me the freedom to build my practice according to my preferences. Specifically, I wanted to create a practice grounded in integrity, emphasizing client education and advice. My ultimate goal has never wavered from building long-term enduring relationships with my clients, providing innovative solutions to their financial security concerns, utilizing world-class insurance services and internationally recognized investment products.
Associations and Memberships
Member, The Financial Planning Association
Past Grand Knight, St. Robert Bellarmine Knights of Columbus Council Member
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