Every client is unique, so together we can develop a personalized approach that helps to prepare you to meets today's needs and tomorrow's as well. "With years of legal and business experience, I provide personalized insurance and investment solutions that move you beyond planning—helping you prepare for life's expected and unexpected moments. Let’s secure your financial future together!"
I offer
a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement planning (including rollovers), managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are not guaranteed of future performance or success.
135 S. 84th Street, Suite 400
Milwaukee, WI 53214
(414) 213-7153
My Arkansas Insurance license number is 20626450.