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
Fellow, Society of Actuaries
Member, The Financial Planning Association
Past Grand Knight, St. Robert Bellarmine Knights of Columbus Council Member
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