Professional information:
Since obtaining my Life and Health and Securities Series 7 license in 1994, I have helped numerous individuals and small businesses with their life, health, and retirement saving and security needs. In addition to these licenses I have a bachelor’s degree in business administration with a major in accounting. During the past 18 years I have worked for two major life insur
ance companies and a local independent multi lines insurance agency. During this time I have earned two professional designations; the industry prestigious Chartered Financial Consultant(ChFC) and Life Underwriter Training Council Fellow(LUTCF). This experience has helped me understand the insurance and financial needs, and concerns of my clients. This experience has also led me to conclude that I can best help my clients by becoming completely independent and autonomous from corporate and management influences. So in late 2010 I decided to venture out on my own as a self-employed independent agent and together with the complimentary resources of several independent General Agencies I feel confident in meeting your insurance and retirement needs and expectations. I have experience in the following areas:
- Health and life insurance including, dental, disability, long term care, and Medicare supplements
- Annuities and retirement/income funding and planning
- Business owners /executive benefits/key man benefits
- Employee Benefits
- Small business succession planning
- Certified agent for Federal Facilitated Marketplace(Obama care Marketplace)
Personal information:
I am married and have resided and raised a family in Ellsworth for all of my professional career. When not working I like to spend time cooking with my wife. I also like to exercise, read, and enjoy the outdoors of this wonderful State. Service to my community:
- 10+ years on Ellsworth Planning Board
- 2+ years on Ellsworth Comprehensive Plan Committee
- Volunteer driver for Friends in Action
- Cub Scout leader
