Qualifications

Areas of specialization:

• Wealth Management
• Retirement &
• Estate Conservation Strategies;

Master of Science, Insurance (MSI)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC) 

Maintaining a strong sense of community and a solid professional foundation are very important to me.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: