Focus: Business Owners, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Risk Management Strategies, Financial Education, Investment Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
My wife and I recently moved to the Gem State from New Mexico. When I’m not in the office, I enjoy hiking, biking and working out. I’d also like to get back into tennis. I have a fondness for international movies, especially those from Korea and China. Finally, I’m a self-confessed beer snob. I love microbrews!!
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