Focus: Insurance Strategies, Special Care, Investment Strategies
My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with a knowledge of and dedication to the diverse concerns of special needs families.
Over the past 30 years, I have built a successful financial services practice based on the fulfillment that comes from providing valuable and effective service in the lives of individuals and their families. For the average person, making financial decisions can be intimidating. For the individual or family with a disability or other special needs, the financial process is particularly difficult as they meet challenges ranging from education to healthcare, to their concern over future independence. Since 2006, I have focused my practice on working with special needs families, helping them understand and utilize estate and tax planning concepts, special needs trusts, government programs and financial strategies in developing a life care plan that will enable the disabled family member to obtain the best quality of life possible.
I truly understand families with disabilities and special needs. My wife, Pamela and I have experienced the concerns that parents face due to their children’s health issues. Two of our five children were born with congenital heart defects, and one of the two later experienced a spinal cord injury and a traumatic brain injury.
I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 6330 South 3000 East, Ste 500, Salt Lake City UT 84121 (801) 943-6277.
I am licensed to sell insurance in Utah, Florida, Ohio, Pennsylvania, and California.
I am licensed to sell securities in Utah and Pennsylvania.
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