Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I have achieved the following professional designations which will help me in assisting you with your financial plan:

  --  CLU® (Chartered Life Underwriter) - October 1997

  --  ChFC® (Chartered Financial Consultant) - May 2000

  --  CFP® (Certified Financial Planner) - September 2003

  --  CLTC (Certified in Long Term Care) - February 2011

  --  CASL (Chartered Advisor in Senior Living) - November 2011 

Years of Experience

Representing Northwestern Mutual since 1994.

Awards and Recognition

Million Dollar Round Table Qualifying Member   1998, 2002-2006, 2008-2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member   2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award   1996-2010
Award recognizing persistency and performance
National Sales Achievement Award   1995-2010
Award recognizing performance