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 been a representative with Northwestern since March of 1990. Through that time I have served a wide variety of clients, including individuals, families, corporations and trusts. My education has continued throughout with courses from the American College and ongoing certifications. While some clients are interested in a particular product, many have been with me for over a decade.
Associations and Memberships
The Mercer County Chamber of Commerce
- Society of Financial Professionals
- National Association of Insurance and Financial Advisors
- The Financial Planning Association
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