About

I entered the financial services business in 1980. In 1995, I began helping clients with their benefits and insurance needs. I was a registered financial advisor until 2022. In 2010, I added Medicare Planning to my practice and in 2017 started an insurance agency. Now, I mentor several Medicare agents and continue to serve my loyal clients.

My wife and I were high school sweethearts and have been married for over 40 years. Together we have 2 grown children and 6 active grandchildren. We love to travel and experience the beauty of nature and the awe of human engineering.

During my career, I have been honored to help thousands of clients work toward a more secure and happy retirement.

We help people RETIRE HAPPY as they transition from work to retirement. We help people GET MORE from MEDICARE. 

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