About Me

Qualifications

• Bachelor of Business Administration in Accounting
• Licensed to sell Life & Health and Property & Casualty Insurance
• Chartered Advisor in Senior Living (CASL®)
• Chartered Financial Consultant (ChFC®)
• Registered Employee Benefits Consultant (REBC®)
• Over two decades of experience in the insurance and financial services industry
• 13-time President’s Club Qualifier

While this site focuses on fixed insurance solutions, I also maintain a broader financial advisory practice offering a full range of investment and planning services. To learn more, please visit:
👉 Family Financial Management Group

 
Products and Services

• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Fixed Annuities
• Disability Income Insurance
• Long-Term Care Insurance
• Mortgage Protection (via life and disability insurance)
• Medicare Supplement Coverage