Professional Mission Statement:
To provide accurate, up-to-date information and help clients choose the right protection for their family and future, through a variety of Health, Life and Financial products that will best fit their needs. To make the most of their retirement, with Safe Money options, high ethical standards and client service.
Professional Background:
I specialize in all aspects of retirement planning from personal health to financial health focusing on 55 and over. I have received specialized training in;
- Medicare Supplements and Advantage plans
- Affordable Care Act
- Long Term Care Partnership
- Annuity Suitability
- Whole Life, Universal Life, Term Life
- Final Expense
- Retirement, and Pre Retirement Planning
- Estate Planning
- Authorized to offer, AARP endorsed products
- Medicare and Social Security
Personal Background:
I am originally from Wausau, WI. I am married with one son, three step sons and dogs. We all enjoy the outdoors together and spend most of our time with family. My wife, Pam, and I enjoy camping and boating in the summer.
