Focus: Insurance Strategies, Business Owners
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- Health Insurance
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Stocks & Bonds
- Managed Accounts
- Wealth Management Services
- Licensed to sell Life Insurance in WI, IL, TX, AZ, FL and NC
- Registered Representative of MSI Financial Services, Inc.
- Investment Adviser Representative of MML Investors Services, LLC.
- Series 6, 7 and 63 licenses
- Lifetime resident of Wisconsin
- Lives in Wauwatosa
- Family: Spouse Gayla and four children Brandon, Grace, Ty, and CJ.
- Hobbies: Outdoor Activities and Farming
- Member of St. Pius X Parish
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
9000 West Chester Street Suite 100
Milwaukee, WI 53214-1372