Professional

In an era where it is popular to change employers as often as it is to get bigger and better cars, I have chosen to make my career with Northwestern Mutual for almost two decades. I joined Northwestern Mutual straight out of college in 1985. I recognized this was an outstanding professional opportunity right out of the starting gate. I persisted, and continue to enjoy the challenges and rewards of running my own business within a quality company. For more than 19 years, I have worked to earn a reputation for providing skilled and practical guidance on issues of both personal and business insurance matters. For executives, professionals, owners of closely held businesses and other clients requiring expert assistance, I bring a wealth of experience. My areas of expertise include:

• Business and Estate Needs Analysis
• Retirement Solutions
• Wealth Management
• 401(k) Simple Plans - IRAs
• Disability Income
• Assisting High Income/High Net Worth Individuals with an emphasis on the Medical Market

One attribute of my longevity with Northwestern Mutual is the thrill of the entrepreneurial spirit. Another motivation is the company itself. Recently, Northwestern Mutual was named by Moody's, Standard & Poor's, AM Best and Fitch Ratings as having the "best possible insurance financial strength ratings" (ratings subject to change). The strength of Northwestern reinforces the satisfaction I feel in representing this company over the past 19 years and the confidence I have in the organization going forward. I pride myself on developing long lasting relationships. Many of the clients that I work with today are the same clients I cultivated at the start of my career. I attribute this track record to serving my clients with honesty and integrity over the years and making it my practice to only make recommendations to my clients that I would consider for my own family. I have received both the NQA and NSAA numerous times during my tenure.

Associations and Memberships

I was the youngest president of the Rockville Rotary Club, which I served for a total of 13 years.

Years of Experience

Representing Northwestern Mutual since 1985.

Education